Tax Advisor

6 days ago


Monterey, 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 tax preparation, tax audit support, and tax planning services to our clients year-round.

Key Responsibilities

  • Build year-round client relationships and provide tax preparation, tax audit support, and tax planning services.
  • Create confidence in our 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 and stay up-to-date with the latest tax laws and regulations.

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, such as video conferencing and chat.
  • 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 H&R Block

H&R Block is a leading provider of tax preparation and financial services. We are committed to helping our clients achieve their financial goals and providing them with the best possible service.

Why Work for Us

We offer a competitive salary and benefits package, as well as opportunities for career growth and development. Our team is dedicated to providing exceptional service to our clients, and we are looking for talented individuals who share our values and commitment to excellence.


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