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
  • Successful completion of H&R Block Tax Knowledge Assessment or equivalent
  • Experience completing individual tax returns
  • Comfort with virtual tools like video conferencing and chat
  • Ability to communicate effectively in person and virtually

Responsibilities

  • Build year-round client relationships
  • Provide tax preparation, tax audit support, and tax planning
  • Conduct tax interviews both in-person and through virtual tools
  • Generate business growth and increase client retention
  • Offer additional products and services to clients
  • Provide tax notice services and audit representation

Benefits

  • Employee Assistance Program with Health Advocate
  • Wellbeing program to support healthy habits
  • Neurodiversity and caregiver support for you and your family
  • Various discounts on everyday items and services
  • Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan (additional eligibility required)
Full Job Description
A Typical Day...

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.

Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.

What you'll bring to the team...

  • 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
  • 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 Assessment* or equivalent
  • Must complete continuing education requirements and meet all other IRS and applicable state requirements

It would be even better if you also had...

  • 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

Why work for us

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
  • Employee Assistance Program with Health Advocate.
  • Wellbeing program, BetterYou, to help you build healthy habits.
  • Neurodiversity and caregiver support available to you and your family.
  • Various discounts on everyday items and services.
  • Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
  • Click here to checkout all available benefits.


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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