Financial Advisor I

7 days ago


Holly Springs, Mississippi, United States H&R Block Full time
Company Overview:

H&R Block provides professional tax preparation and financial services to individuals and businesses. As a Financial Advisor I, you will play a crucial role in delivering high-quality services to our clients.

Our goal is to build long-term relationships with our clients based on trust, expertise, and personalized service. We believe that our employees are our greatest asset and invest in their growth and development.

Estimated Salary: $65,000 - $85,000 per year.

Job Description:

Your primary responsibilities will include conducting tax interviews, preparing tax returns, and providing IRS support to clients. You will also contribute to business growth, increase client retention, and offer additional products and services.

Key Responsibilities:

  • Conduct tax interviews with clients using virtual tools.
  • Prepare accurate and complete tax returns.
  • Provide IRS support to clients.
  • Collaborate with colleagues to achieve business goals.

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