Logo
H&R Block

Block Advisor Tax Advisor

H&R Block, Beachwood, Ohio, United States, 44122

Save Job

Block Advisor Tax Advisor Join to apply for the

Block Advisor Tax Advisor

role at

H&R Block .

2 days ago - Be among the first 25 applicants.

Our Company 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.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

A Typical Day As you inspire people to make confident, informed decisions about their lives, careers, businesses, and money, you’ll build client relationships that will grow stronger every year.

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.

Qualifications (Things it would be even better if you also had...)

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

What you'll bring to the team (Responsibilities)

Build year-round client relationships

Provide tax preparation, tax audit support and tax planning year-round

Create confidence in our clients by conducting tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)

Generate business growth, increase client retention, and offer additional products and services

Provide clients with IRS support

All certification levels can provide tax notice services

Circular 230 associates can provide audit representation

Grow your tax expertise

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 environmentSuccessful completion of the H&R Block Tax Knowledge Assessment* or equivalent

Must complete continuing education requirements and meet all other IRS and applicable state requirements

Why work for us At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

Employee Assistance Program with Health Advocate.

Wellbeing program, BetterYou, 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.

The Community You Will Join 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.

Other Information Sponsored Job #23311.

Seniority level Not Applicable

Employment type Full-time

Job function Accounting/Auditing and Finance

Industries Retail

#J-18808-Ljbffr