Tax Advisor

2 weeks ago


San Mateo, 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 to our clients, helping them navigate complex tax laws and regulations.

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 needs and goals
  • Conduct tax interviews face-to-face and through virtual tools, ensuring clients feel confident and informed
  • Identify opportunities to grow business, increase client retention, and offer additional products and services
  • Stay up-to-date with tax laws and regulations, ensuring expertise and knowledge to provide exceptional client service
Requirements
  • 5+ years of tax experience, with a focus on individual tax returns and tax planning
  • Proven ability to communicate effectively in person and virtually, with a strong focus on client satisfaction
  • Experience working in a fast-paced, supportive environment, with a focus on teamwork and collaboration
  • 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, committed to helping individuals and businesses achieve their financial goals. We believe in the power of people helping people, and our team is dedicated to providing exceptional client service and support.

We offer a comprehensive benefits package, including medical coverage, 401(k) retirement savings plan, and employee stock purchase plan. Our company culture values diversity, inclusion, and belonging, and we are committed to creating a workplace where everyone feels valued and supported.


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