Tax Advisor

2 days ago


Portland, Oregon, United States H&R Block Full time
About the Role

We are seeking a highly skilled Tax Advisor to join our team at Block Advisors. As a Tax Advisor, you will play a critical role in providing tax preparation, tax audit support, and tax planning services to our clients.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their tax needs and provide personalized service.
  • Prepare and review tax returns, ensuring accuracy and compliance with tax laws and regulations.
  • Conduct tax interviews with clients to gather information and provide tax planning advice.
  • Identify opportunities to sell additional products and services to clients, driving business growth and increasing client retention.
  • Stay up-to-date with tax laws and regulations, completing continuing education requirements and meeting all IRS and applicable state requirements.
Requirements
  • 5+ years of tax experience, with a strong background in individual tax returns and tax planning.
  • Ability to effectively communicate with clients, both in person and virtually, using video conferencing and chat tools.
  • Experience working in a fast-paced, supportive environment, with a focus on delivering exceptional client service.
  • Successful completion of the H&R Block Tax Knowledge Assessment or equivalent.
What We Offer

As a Tax Advisor at Block Advisors, you will have the opportunity to work with a talented team of professionals, dedicated to helping our clients achieve their financial goals. We offer a competitive compensation package, including benefits and opportunities for professional growth and development.

At H&R Block, we are committed to creating a connected culture, where everyone feels valued and supported. We believe in the power of people helping people, and we are passionate about making a positive impact in our communities.


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