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Tax Consultant at Block Advisors

2 months ago

Half Moon Bay, California, United States H&R Block Full time

Position Overview:
At H&R Block, we recognize the significance of individuals supporting one another. Our core mission is to assist and instill confidence in our clients, team members, and communities at large. We are committed to fostering a connected culture that values diversity and inclusion, ensuring that everyone feels a sense of belonging.


We are dedicated to enhancing our operations and have embarked on a long-term strategy and transformation initiative known as Block Horizons 2025.


Our ultimate objective is straightforward:
to pursue greater ambitions, accelerate transformation, and achieve remarkable outcomes. This is an exhilarating time to join H&R Block.

At H&R Block, we are inquisitive, innovative, and always progressing.

If you view challenges as opportunities and aspire to make a significant impact in your community, our doors are always open.

A Day in the Life...


As you empower individuals to make informed and confident choices regarding their lives, careers, businesses, and finances, you will cultivate client relationships that strengthen over time.

Joining

Block Advisors

as a

Tax Consultant

means you will cater to clients with varied tax and business service requirements throughout the year.

You will benefit from the support of a knowledgeable team, committed to equipping you with the advanced tax training necessary for your success.


Block Advisors is a brand under H&R Block that has transformed the tax preparation experience for individuals and small enterprises with intricate tax and business service needs.

We assist our clients in achieving their financial aspirations year-round.

Preferred Qualifications:

CPA or Enrolled Agent certification
Experience in preparing business tax returns
Experience in conducting virtual tax consultations
Sales and/or marketing background
Bachelor's degree in accounting or a related discipline
Why Choose Us:

At H&R Block, we believe in investing in our employees by prioritizing their overall well-being. Our benefits offerings are designed to assist associates in planning for their unique health, wellness, and financial needs.

Employee Assistance Program

with Health Advocate.
Wellness program, BetterYou, to help you establish healthy habits.
Support for neurodiversity and caregivers

available for you and your family.
Various discounts

on everyday products and services.
Benefits with additional eligibility criteria: Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan.
Click here to explore all available benefits.

The Community You Will Join:


At H&R Block, we are dedicated to cultivating a Connected Culture – one characterized by trust, care, and collaboration as we strive to create an environment where everyone feels safe to express their authentic selves and belongs to a larger team.


You will be immersed in an exceptional work atmosphere recognized globally on Best Companies lists. You will also be surrounded by colleagues committed to mutual growth and support.

H&R Block is an equal opportunity employer.

We embrace and celebrate diversity in the workplace, regardless of gender, race, color, ethnicity, national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you are eager to make a difference, H&R Block is the right place for you.

  • Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment does not guarantee employment.
Your Contributions:

Establish year-round client relationships
Deliver tax preparation, audit support, and planning services throughout the year
Instill confidence in our clients by conducting tax interviews both in-person and through virtual platforms – (video conferencing, phone, chat, email)
Drive business growth, enhance client retention, and offer additional products and services
Advance your tax expertise

Your Expertise:

5+ years of tax experience
Experience in preparing individual tax returns
Tax planning and audit support
Ability to communicate effectively in person and virtually
Comfortable using virtual tools – video conferencing and chat
Experience in a fast-paced, supportive environment
Successful completion of the H&R Block Tax Knowledge Assessment

1

or equivalent
Must fulfill continuing education requirements and meet all other IRS and applicable state regulations
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