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Tax Advisor

2 months ago

Citrus Heights, California, 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
  • Provide tax preparation, tax audit support, and tax planning services to clients year-round.
  • Build and maintain strong relationships with clients, understanding their unique tax needs and providing personalized solutions.
  • Conduct tax interviews with clients, both in-person and virtually, using video conferencing and chat tools.
  • Identify opportunities to grow business and increase client retention, offering additional products and services as needed.
  • Stay up-to-date with tax laws and regulations, ensuring compliance and providing expert advice to clients.
Requirements
  • 5+ years of tax experience, with a strong background in individual tax returns and tax planning.
  • Ability to communicate effectively with clients, both in-person and virtually.
  • 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.
What We Offer
  • A competitive salary and benefits package, including medical coverage, 401(k) retirement savings plan, and employee stock purchase plan.
  • Opportunities for professional growth and development, including training and certification programs.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.
  • A comprehensive benefits package, including employee assistance program, wellbeing program, and neurodiversity and caregiver support.
About H&R Block

H&R Block is a leading provider of tax preparation and financial services, committed to helping individuals and businesses achieve their financial goals. We value diversity, inclusion, and community, and are dedicated to creating a workplace culture that is welcoming and supportive of all employees.