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Seasoned Tax Advisor

Seasoned Tax Advisor

H&R BlockMonroeville, PA, United States
6 days ago
Job type
  • Full-time
Job description

About Us :

At H&R Block, we harness the power of community, believing in the strength of people helping one another. Our purpose is to inspire confidence and provide assistance to clients, associates, and communities everywhere. We are committed to fostering a high-performing, inclusive culture where everyone feels they belong.

Our ongoing transformation initiative, Block Next, focuses on innovation, enhancing client experiences, and ensuring sustainable growth. This comprehensive strategy is aimed at reshaping our operations, client service, and leadership within the industry.

If you are someone who views challenges as avenues for growth and is eager to make a meaningful impact in your community, we invite you to explore opportunities with us.

Your Role :

As a valued member of the H&R Block team, you will empower clients by helping them make informed decisions regarding their finances and tax obligations while fostering long-term relationships.

In the role of a seasonal Seasoned Tax Advisor , you will engage clients with varying tax needs, backed by an expert team ready to provide you with the advanced tax training necessary for success.

Key Responsibilities :

  • Conduct tax interviews with clients in person or via virtual channels (video, phone, chat, email).
  • Prepare accurate and complete tax returns.
  • Drive business growth, enhance client retention, and introduce additional products and services.
  • Assist clients with IRS support and inquiries.
  • Provide tax notice services if certified.
  • Offer audit representation if you are a Circular 230 associate.
  • Mentor and support fellow team members.
  • Successfully complete the H&R Block Tax Knowledge Assessment.
  • Bring experience in accounting, finance, bookkeeping, or tax.
  • Demonstrate proficiency in completing individual tax returns.
  • Type with experience in a fast-paced work setting.
  • Communicate effectively in-person, via phone, and in writing.
  • Meet all IRS and applicable state requirements.
  • Possess at least a high school diploma or equivalent.

Preferred Qualifications :

  • Bachelor's degree in accounting or a related field.
  • CPA or Enrolled Agent certification.
  • Experience with complex tax returns (individual, trust, partnership).
  • A minimum of 5 years in accounting, finance, bookkeeping, or tax.
  • Proven ability to conduct virtual tax interviews.
  • Experience with tax planning and audit support.
  • Skills in sales and / or marketing.
  • What We Offer :

    At H&R Block, we believe in investing in our associates' well-being. Our benefits are designed to support your health, happiness, and financial wellness.

  • Employee Assistance Program with Health Advocate.
  • Wellbut Program, BetterYou, to encourage healthy habits.
  • Neurodiversity support and caregiver benefits available for you and your family.
  • Various discounts on everyday expenses.
  • Eligibility for comprehensive benefits including medical coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan.
  • Our Community :

    At H&R Block, we are committed to cultivating a Connected Culture —one where trust, care, and collaboration are the cornerstones of our work environment. Here, you will feel empowered to be your authentic self and belong to a greater collective.

    Join us in an exceptional work setting recognized globally as a top employer! You will collaborate with colleagues dedicated to mutual growth and support.

    H&R Block is an equal opportunity employer, celebrating diverse backgrounds in the workplace regardless of gender, race, ethnicity, age, disability, religion, sexual orientation, gender identity / expression, or veteran status.

    If you're eager to make a significant impact, H&R Block welcomes you!

    Note : Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment does not guarantee employment.

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    Tax Advisor • Monroeville, PA, United States

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