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Tax Advisor

2 months ago

Baton Rouge, Louisiana, 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 and provide tax planning and audit support to clients.
  • 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, and maintain expertise in tax planning and audit support.
Requirements
  • 5+ years of tax experience, with a strong background in individual tax returns and tax planning.
  • CPA or Enrolled Agent certification, or equivalent experience.
  • Experience working in a fast-paced, supportive environment, with a focus on delivering exceptional client service.
  • Strong communication and interpersonal skills, with the ability to effectively communicate with clients and colleagues.
  • Ability to work in a virtual environment, using video conferencing and other digital tools.
What We Offer
  • A competitive salary and benefits package, including medical coverage, 401k retirement savings plan, and employee stock purchase plan.
  • Opportunities for professional growth and development, with ongoing training and education in tax planning and audit support.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.
  • A comprehensive employee assistance program, including health advocate, wellbeing program, and neurodiversity and caregiver support.