Tax Professional

3 weeks ago


Lafayette, 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 be responsible for providing expert tax advice and services to our clients, helping them navigate complex tax laws and regulations.

Key Responsibilities
  • Provide tax preparation, tax audit support, and tax planning services to clients
  • Build and maintain strong relationships with clients, understanding their unique tax needs and goals
  • 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 changing tax laws and regulations, ensuring clients receive the best possible advice
Requirements
  • 5+ years of tax experience, with a focus on individual tax returns and tax planning
  • Tax planning and audit support experience
  • Excellent communication and interpersonal skills, with the ability to work with clients in a fast-paced environment
  • Comfort working with virtual tools, including video conferencing and chat
  • 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 education 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

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