Tax Advisor

1 week ago


Boca Raton, Florida, 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.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their tax needs and provide personalized solutions.
  • Conduct tax interviews and prepare tax returns for individuals and small businesses.
  • Provide tax planning and audit support to clients throughout the year.
  • Identify opportunities to sell additional products and services to clients.
  • Stay up-to-date with tax laws and regulations to ensure compliance and provide expert advice to clients.
Requirements
  • 5+ years of tax experience.
  • Experience completing individual tax returns and tax planning.
  • Ability to effectively communicate with clients in person and virtually.
  • Comfort working with virtual tools and technology.
  • Successful completion of the H&R Block Tax Knowledge Assessment or equivalent.
What We Offer

At H&R Block, we believe in investing in our people and providing a supportive and inclusive work environment. Our benefits include:

  • 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.
About Us

H&R Block is a leading provider of tax preparation and financial services. We are committed to building a connected culture that values diversity, inclusion, and belonging. We believe in the power of people helping people and strive to create an environment where everyone feels safe to bring their authentic self to work.


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