Tax Advisor

5 days ago


Branford, Connecticut, 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
  • Build and maintain strong relationships with clients to understand their tax needs and provide personalized solutions.
  • Conduct tax interviews and prepare tax returns for individuals and small businesses, ensuring accuracy and compliance with tax laws.
  • Provide tax planning and audit support to clients, helping them navigate complex tax situations.
  • 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, completing continuing education requirements to maintain expertise.
Requirements
  • 5+ years of tax experience, with a strong background in individual tax returns and tax planning.
  • 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 independently and as part of a team, with a focus on collaboration and mutual support.
  • Successful completion of the H&R Block Tax Knowledge Assessment or equivalent.
What We Offer

As a Tax Advisor at H&R Block, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional client service. 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 safe to bring their authentic self to work.