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Tax Advisor

2 months ago

Daly City, California, 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 tax preparation, tax audit support, and tax planning services 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 with clients to gather information and provide guidance on tax planning and audit support.
  • Identify opportunities to sell additional products and services to clients, such as tax planning and audit support.
  • Stay up-to-date with changes in tax laws and regulations, and apply this knowledge to provide expert advice to clients.
Requirements
  • 5+ years of experience in tax preparation and planning.
  • Experience completing individual tax returns and tax planning.
  • Ability to communicate effectively with clients and colleagues.
  • Strong analytical and problem-solving skills.
  • Ability to work in a fast-paced environment and meet deadlines.
What We Offer
  • A competitive salary and bonus structure.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Access to cutting-edge technology and tools.
  • A comprehensive benefits package, including medical, dental, and vision coverage.