Tax Advisor

1 month ago


Webster, New Hampshire, 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
  • 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 providing tailored solutions.
  • Conduct tax interviews face-to-face and through virtual tools, ensuring clients feel confident and informed about their tax situation.
  • Identify opportunities to generate business growth, increase client retention, and offer additional products and services.
  • Stay up-to-date with tax laws and regulations, ensuring compliance and providing expert advice to clients.
Requirements
  • 5+ years of tax experience, with a strong background in individual tax returns and tax planning.
  • Ability to effectively communicate with clients, both in person and virtually.
  • Comfort working with virtual tools, including 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.
What We Offer

As a Tax Advisor at H&R Block, you will have the opportunity to work with a dynamic team, providing expert tax guidance and support to our clients. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.

At H&R Block, we are committed to creating a connected culture, where everyone feels valued, respected, and empowered to succeed. We believe in the power of people helping people, and we are dedicated to making a positive impact in our communities.


  • Tax Advisor

    6 days ago


    Webster, New Hampshire, United States H&R Block Full time

    About the RoleWe 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 ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clientsBuild and maintain...


  • Webster City, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Webster City, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Webster City, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Webster City, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an...


  • Webster, Texas, United States Wellby Full time

    Job Title: Personal Financial AdvisorAre you passionate about helping individuals achieve their financial goals? Do you have a knack for understanding complex financial concepts and communicating them in a clear and concise manner? We're seeking a highly skilled Personal Financial Advisor to join our team at Wellby.Key Responsibilities:Meet with clients to...


  • Webster City, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • Webster City, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...