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Tax Advisor

2 months ago

Rockford, Illinois, 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, an H&R Block brand. As a Tax Advisor, you will play a critical role in providing expert tax guidance and support 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 guidance on tax planning and audit support.
  • Identify opportunities to sell additional products and services to clients, such as tax planning and audit support.
  • Stay up-to-date with changes in tax laws and regulations, and apply this knowledge to provide expert guidance to clients.
Requirements
  • 5+ years of experience in tax preparation and planning.
  • Experience completing individual tax returns and providing tax planning and audit support.
  • Ability to effectively communicate with clients 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 Us

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal is simple: bigger ambitions, faster transformation, and extraordinary results.

We are an equal opportunity employer and welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.