Senior Tax Advisor
1 day ago
At H&R Block, we're committed to providing exceptional tax services to our clients. As a Senior Virtual Tax Advisor, you'll play a critical role in delivering high-quality tax preparation and review services to our clients.
Key Responsibilities:- Assist with the training and support of Virtual Tax Advisors to ensure they have the skills and knowledge needed to provide excellent client service.
- Download and complete client tax returns through our virtual platform, ensuring accuracy and attention to detail.
- Communicate effectively with clients through various mediums, including phone and email, to provide timely and helpful responses to their inquiries.
- Analyze tax information provided by clients and deliver a timely and high-quality client experience by completing accurate returns and providing impeccable client service.
- Research complex federal and state tax issues to ensure clients' tax returns are accurate and complete before filing.
We're a people company first and a tax company second. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. We're committed to diversity and inclusion and are proud to be an equal opportunity employer.
Requirements:- Bachelor's degree in Accounting or Finance or an equivalent combination of education and experience plus three years of tax preparation experience.
- Three years of prior tax preparation experience.
- Ability to provide second-level review for returns completed by other tax advisors.
- Excellent verbal and written communication skills, including the ability to lead training sessions.
- Knowledge of tax law sufficient to understand and explain most elements of personal taxation as they apply to our client demographics.
- Ability to interpret, analyze, and correctly formulate solutions to both routine and highly complex tax situations.
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