H&R Block

Block Advisor Tax Advisor

H&R Block$22K — $166K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of tax experience
  • Experience completing individual tax returns
  • Experience conducting virtual tax interviews
  • Bachelor's degree in accounting or related field
  • CPA or Enrolled Agent certification preferred

Responsibilities

  • Build year-round client relationships
  • Provide tax preparation and tax planning services
  • Conduct tax interviews in person and virtually
  • Generate business growth and increase client retention
  • Support clients with IRS-related queries
  • Continuously enhance tax expertise

Benefits

  • Employee Assistance Program with Health Advocate
  • Wellbeing program, BetterYou for healthy habits
  • Neurodiversity and caregiver support
  • Discounts on everyday items and services
  • Eligibility for medical coverage and retirement savings plan
Full Job Description
About the Role

As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year.

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. You'll have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.

Day to day, you'll...
  • Build year-round client relationships
  • Provide tax preparation, tax audit support and tax planning year-round
  • Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)
  • Generate business growth, increase client retention, and offer additional products and services
  • Provide clients with IRS support
    • All certification levels can provide tax notice services
    • Circular 230 associates can provide audit representation
  • Grow your tax expertise

Required Qualifications

  • 5+ years of tax experience
  • Experience completing individual tax returns
  • Tax planning and audit support
  • Ability to effectively communicate in person and virtually
  • Comfort working with virtual tools - video conferencing and chat
  • Experience working in a fast-paced, supportive environment
  • Successful completion of the H&R Block Tax Knowledge Assessment1 or equivalent
  • Must complete continuing education requirements and meet all other IRS and applicable state requirements


1 - Enrollment in or completion of the H&R Block Income Tax Course of Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Preferred Qualifications

  • CPA or Enrolled Agent certification
  • Experience completing business tax returns
  • Experience conducting virtual tax interviews
  • Sales and/or marketing experience
  • Bachelor's degree in accounting or related field

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range

$11.00 - $80.00/Hr.
Sponsored Job

#6552

About H&R Block

H&R Block is a tax preparation company that provides services to individuals and small businesses. The company was founded in 1955 and is headquartered in Kansas City, Missouri. H&R Block has over 12,000 retail locations in the United States, Canada, and Australia. In addition to tax preparation, the company also offers financial products and services such as refund advances, prepaid debit cards, and small business accounting software. H&R Block is publicly traded on the New York Stock Exchange under the ticker symbol HRB.
Learn more about H&R Block
Size
3,600 employees
Market Cap
$5.8 billion
Industry
Net Income
$94.9 million
Founded
1955
5 Year Trend
+1.9%
Revenue
$2.8 billion
NASDAQ

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