Tax Professional

7 days ago


Andover, Massachusetts, United States H&R Block Full time
About the Role

We are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing expert tax guidance and support to our clients, helping them navigate complex tax laws and regulations.

Key Responsibilities
  • Provide tax preparation, tax audit support, and tax planning services to clients year-round
  • Build and maintain strong relationships with clients, understanding their unique financial needs and goals
  • Conduct tax interviews face-to-face and through virtual tools, ensuring clients feel confident and informed about their tax situation
  • Identify opportunities to grow business and increase client retention, offering additional products and services as needed
  • Stay up-to-date with changing tax laws and regulations, ensuring expertise and knowledge are current and relevant
Requirements
  • 5+ years of tax experience, with a strong background in individual tax returns and tax planning
  • Experience working in a fast-paced, supportive environment, with a focus on delivering exceptional client service
  • Ability to effectively communicate in person and virtually, using virtual tools such as video conferencing and chat
  • 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
What We Offer
  • A dynamic and supportive work environment, with opportunities for growth and development
  • A comprehensive benefits package, including medical coverage, 401(k) retirement savings plan, and employee stock purchase plan
  • A commitment to diversity and inclusion, with a focus on creating a connected culture that values and respects all employees
  • Opportunities to work with a talented and experienced team, dedicated to delivering exceptional client service

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