Block Advisors - Tax Advisor

Overview

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next.

This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and business services needs year-round. You’ll have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful. Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs.

We assist our clients in reaching their financial goals year-round.

What you’ll bring to the team and the role includes building year-round client relationships and providing tax preparation, tax audit support and tax planning year-round.

As a Tax Advisor, you’ll inspire people to make confident, informed decisions about their lives, careers, businesses and money, and you’ll build client relationships that grow stronger every year. You’ll have the support of an expert team dedicated to helping you succeed, and you’ll conduct tax interviews with clients face to face and through virtual tools (video conferencing, phone, chat, email).

Growth and client service are central to the role, including generating business growth, increasing client retention, and offering additional products and services. You’ll provide clients with IRS support where applicable and deliver tax notice services and audit representation as appropriate to your certification level through Circular 230 and related guidelines.

• CPA or Enrolled Agent certification
• Experience completing business tax returns
• Experience conducting virtual tax interviews
• Sales and/or marketing experience
• Bachelor’s degree in accounting or related field

• 5+ years of tax experience
• Experience completing individual tax returns
• Tax planning and audit support
• Ability to effectively communicate in person and virtually
• Comfort working with virtual tools – video conferencing and chat
• Experience working in a fast-paced, supportive environment
• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
• Must complete continuing education requirements and meet all IRS and applicable state requirements

• Employee Assistance Program with Health Advocate
• Wellbeing program, Better You, to help you build healthy habits
• Neurodiversity and caregiver support available to you and your family
• Various discounts on everyday items and services
• Benefits with additional eligibility requirements:
  Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan
• to checkout all available benefits

At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists.

You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you’re looking to make an impact, H&R Block is the place for you.

Enrollment in or completion of the…