Tax Advisor

2 weeks ago


Patchogue, New York, 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 grow business and increase client retention, offering additional products and services as needed.
  • 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.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
  • 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 enjoy a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. Our team is dedicated to providing exceptional service to our clients, and we are committed to creating a positive and inclusive work environment.

We are an equal opportunity employer, welcoming diversity and promoting a culture of inclusion and respect. If you are a motivated and experienced tax professional looking for a new challenge, we encourage you to apply for this exciting opportunity.


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