Financial Services Tax Advisor

1 week ago


Novato, California, United States H&R Block Full time

We are seeking a highly skilled Financial Services Tax Advisor to join our team at H&R Block. This is an exciting opportunity for a motivated individual to work with clients and businesses, providing expert tax advice and guidance.

As a Financial Services Tax Advisor, you will be responsible for preparing tax statements, financial statements, and BAS statements at required intervals. You will also create and return statements and documents to clients by set deadlines.

Your day-to-day tasks will include preparing business income tax returns and statements for audits, managing tax administration responsibilities required of assigned accounts, and identifying areas where clients and businesses can reduce tax.

You will engage regularly with clients, maintaining strong relationships and staying current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques.

In addition to your technical skills, you will possess excellent oral, written, and interpersonal communication skills, as well as the ability to handle multiple tasks and projects simultaneously.

We estimate that this role will have a salary in the range of $65,000 - $80,000 per year, based on location and experience.

H&R Block is a people company first and a tax company second. We believe in inspiring confidence in our clients and communities, and we strive to create a positive and inclusive work environment.

If you have a minimum of 2 years accounting experience, including 1 year of business tax/entity returns experience, and possess strong knowledge of tax law and statutory regulations, then we encourage you to apply.



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