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H&R Block

Block Advisor Tax Advisor

H&R Block, Jenkintown, Pennsylvania, United States, 19046

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Block Advisor Tax Advisor Apply for the Block Advisor Tax Advisor role at H&R Block.

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, designed to elevate how we work, serve, and 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 to succeed.

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.

Desired Qualifications

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

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 environment

Successful 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 help associates plan for their unique health, well‑being 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, 401(k) 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 and 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 recognized worldwide on best companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

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

Note Employment will require completing an H&R Block Tax Knowledge Assessment or equivalent, and meeting ongoing continuing education and IRS/state certification requirements.

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