Tax Advisor

2 weeks ago

Milpitas, 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 and financial needs.
  • Conduct tax interviews with clients, either in-person or virtually, to gather information and provide expert guidance.
  • Identify opportunities to grow business and increase client retention through the sale of additional products and services.
  • Stay up-to-date with tax laws and regulations, ensuring compliance and providing expert advice to clients.
Requirements
  • 5+ years of experience in tax preparation and planning.
  • Experience completing individual tax returns and providing tax audit support.
  • Ability to effectively communicate with clients, both 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.
What We Offer

As a Tax Advisor at H&R Block, you will have the opportunity to work with a dynamic team of professionals who are passionate about providing exceptional client service. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.

At H&R Block, we are committed to creating a connected culture that values diversity, inclusion, and belonging. We believe in the power of people helping people and strive to make a meaningful difference in the lives of our clients and associates.

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