Tax Advisor

4 days ago


Bay City, Michigan, 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 focus on 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 client satisfaction.
  • Strong communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Ability to work in a virtual environment, using video conferencing and other digital tools.
About Us

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal is simple: bigger ambitions, faster transformation, and extraordinary results.

We are an equal opportunity employer, welcoming and celebrating diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.


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