Tax Advisor

1 month ago

Pleasanton, California, United States H&R Block Full time
Job Title: Tax Advisor - Block Advisors

At H&R Block, we're seeking a Tax Advisor to join our Block Advisors team. As a Tax Advisor, you'll provide tax preparation, tax audit support, and tax planning services to clients year-round.

Key Responsibilities:

  • Build year-round client relationships
  • Provide tax preparation, tax audit support, and tax planning services
  • Create confidence in clients by conducting tax interviews face-to-face and through virtual tools
  • Generate business growth, increase client retention, and offer additional products and services
  • Grow your tax expertise

Requirements:

  • 5+ years of tax experience
  • Experience completing individual tax returns
  • Tax planning and audit support
  • Ability to effectively communicate in person and virtually
  • Comfort working with virtual tools
  • Experience working in a fast-paced, supportive environment
  • 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

About Us:

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal is simple: bigger ambitions, faster transformation, and extraordinary results.

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