Financial Services Advisor
5 days ago
H&R Block is seeking a highly skilled Financial Services Advisor to join our team. As a Financial Services Advisor, you will play a key role in providing exceptional financial services to our clients.
About the Role:
We are looking for a motivated and results-driven professional with a passion for delivering high-quality service. As a Financial Services Advisor, you will be responsible for preparing and submitting tax statements and returns, as well as providing advice on financial and tax matters.
Key Responsibilities:
- Prepare and submit tax statements and returns for businesses and clients
- Provide advice on financial and tax matters
- Manage tax administration responsibilities, including tax code research, tax return preparation, and tax planning
- Identify areas where clients and businesses can reduce tax and increase profit
- Engage regularly with clients and maintain strong relationships
- Stay current with knowledge of federal and state tax laws, regulatory and compliance requirements, and tax planning techniques
Requirements:
- Minimum 2 years accounting experience
- Minimum 1 year business tax/entity returns experience
- Knowledge of GAAP
- Knowledge of integrated online accounting applications
- Effective oral, written, and interpersonal communication skills
- Demonstrated critical thinking skills
- Ability to handle multiple tasks and projects simultaneously
- Demonstrated ability to meet deadlines
- Proficiency in MS Word and Excel, including ability to use macros, pivot tables, and query
Salary: $60,000 - $80,000 per year, depending on experience
About H&R Block:
H&R Block's purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world.
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