Tax Advisor Specialist

5 days ago


Minneapolis, Minnesota, United States H&R Block Full time
Job Overview:
H&R Block is a leading provider of tax preparation and financial services, with a strong commitment to helping individuals and families achieve their financial goals. Our Tax Professionals play a critical role in delivering exceptional client experiences and driving business growth.

About the Role:
We are seeking a highly skilled Tax Professional to join our team as a seasonal representative. This is an exciting opportunity for individuals who enjoy working with people, have a passion for taxes, and are looking for a dynamic and fast-paced work environment.

Key Responsibilities:
  • Conduct thorough tax interviews with clients to understand their financial situations and provide personalized recommendations
  • Prepare accurate and complete tax returns, taking into account complex tax laws and regulations
  • Identify opportunities to upsell additional services and products to clients, driving business growth and revenue
  • Mentor and support colleagues to ensure they meet their full potential and provide exceptional client service

Requirements:
To be successful in this role, you will need:
  • A bachelor's degree in accounting or a related field, or equivalent experience
  • Certification as a CPA or Enrolled Agent, or ability to obtain within 6 months
  • Proven experience in accounting, finance, bookkeeping, or tax, with a focus on individual returns
  • Strong communication and interpersonal skills, with the ability to work effectively with clients and colleagues
  • Ability to work in a fast-paced environment, with a focus on meeting deadlines and delivering high-quality results

Benefits:
We offer a competitive salary, plus a range of benefits, including:
  • Base salary $58,000 - $65,000 per year, depending on location and experience
  • Commission-based sales incentives, up to $10,000 per year
  • Ongoing training and development opportunities, to help you advance your career
  • A supportive and inclusive work environment, with a focus on diversity, equity, and inclusion
  • Access to exclusive discounts and perks, through our partnership with various brands


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