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Tax Consultant

2 months ago


Andover, Massachusetts, United States Block Advisors Full time
About Block Advisors

At Block Advisors, we're dedicated to providing exceptional tax and business services to individuals and small businesses. Our team of experts is committed to helping our clients achieve their financial goals and navigate the complexities of tax law.

Job Summary

We're seeking a highly skilled Tax Advisor to join our team at Block Advisors. As a Tax Advisor, you'll play a critical role in serving our 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 and the resources you need to succeed.

Key Responsibilities
  • Build Strong Client Relationships: Develop and maintain year-round client relationships, providing exceptional service and support to meet their tax and business needs.
  • Provide Tax Preparation and Planning: Prepare and review tax returns, conduct tax planning, and provide audit support to ensure our clients are in compliance with tax laws and regulations.
  • Conduct Tax Interviews: Conduct tax interviews with clients face-to-face and through virtual tools, such as video conferencing, phone, and chat, to gather information and provide guidance on tax matters.
  • Generate Business Growth: Identify opportunities to grow our clients' businesses and increase revenue through the sale of additional products and services.
  • Stay Up-to-Date on Tax Expertise: Continuously update your knowledge and skills to stay current on tax laws, regulations, and best practices.
Requirements
  • 5+ Years of Tax Experience: Proven experience in tax preparation, planning, and audit support.
  • Individual Tax Returns: Experience completing individual tax returns and providing tax planning and audit support.
  • Communication Skills: Excellent communication and interpersonal skills, with the ability to effectively communicate with clients and colleagues.
  • Virtual Tools: Comfort working with virtual tools, such as video conferencing and chat, to conduct tax interviews and communicate with clients.
  • Continuing Education: Successful completion of the H&R Block Tax Knowledge Assessment or equivalent, and meeting all other IRS and applicable state requirements.
Preferred Qualifications
  • CPA or Enrolled Agent Certification: Certification as a Certified Public Accountant (CPA) or Enrolled Agent (EA) is highly desirable.
  • Business Tax Returns: Experience completing business tax returns and providing tax planning and audit support.
  • Virtual Tax Interviews: Experience conducting virtual tax interviews and providing tax guidance to clients.
  • Sales and Marketing Experience: Experience in sales and marketing, with a focus on growing business and increasing revenue.
  • Bachelor's Degree in Accounting: A bachelor's degree in accounting or a related field is highly desirable.