Experienced Tax Professional jobs in United States
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Block Advisors · 4 days ago

Experienced Tax Professional

Block Advisors, a brand of H&R Block, is dedicated to providing exceptional tax and business services to clients year-round. The role of Tax Advisor involves building client relationships, providing tax preparation and planning, and supporting clients with IRS-related inquiries.

ConsultingCrowdfundingFinancial Services
Hiring Manager
Jesse Amaryllis Tyler
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Responsibilities

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

Qualification

Tax preparationTax planningAudit supportCPA certificationEnrolled Agent certificationVirtual communicationClient relationship buildingSales experienceMarketing experienceContinuing education

Required

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

Preferred

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

Benefits

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.

Company

Block Advisors

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Block Advisors is tax and business service providers like tax preparation and tax planning.

Funding

Current Stage
Late Stage
Company data provided by crunchbase