Tax Advisor

4 weeks ago


Modesto, 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 be responsible for providing tax preparation, tax audit support, and tax planning services to our clients year-round.

Key Responsibilities:

  • Build and maintain strong relationships with clients to understand their tax needs and provide personalized service.
  • Conduct tax interviews with clients to gather information and provide tax planning advice.
  • Prepare and review tax returns, ensuring accuracy and compliance with tax laws and regulations.
  • Provide tax audit support and representation to clients, ensuring they are prepared for any tax-related issues.
  • Stay up-to-date with tax laws and regulations, attending training sessions and workshops to enhance your knowledge and skills.

Requirements:

  • 5+ years of tax experience, preferably in a similar role.
  • Experience completing individual tax returns and providing tax planning advice.
  • Ability to effectively communicate with clients, both in person and virtually.
  • Comfort working with virtual tools, such as video conferencing and chat.
  • Successful completion of the H&R Block Tax Knowledge Assessment or equivalent.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • The chance to work with a leading tax preparation company.

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.


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