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Block Advisor Tax Advisor
Block Advisor Tax AdvisorH&R Block • Littleton, CO, US
Block Advisor Tax Advisor

Block Advisor Tax Advisor

H&R Block • Littleton, CO, US
13 hours ago
Job type
  • Full-time
Job description

Overview

Join to apply for the Block Advisor Tax Advisor role at H&R Block. Block Advisors is an H&R Block brand focused on redefining the tax preparation experience for individuals and small businesses with complex tax and business service needs. We provide you with advanced tax training and support to grow with clients year-round.

At H&R Block, we value a high performing, connected culture where everyone belongs. We strive to improve our business through a long-term strategy and transformation plan focused on innovation, client experience, and sustainable growth. If you embrace challenges as opportunities and aim to make a meaningful difference, our door is open.

A typical day involves inspiring people to make confident, informed decisions about their lives, careers, businesses and money, and building client relationships that strengthen over time.

Responsibilities

  • Serve clients with diverse tax and business services needs year-round.
  • Build and maintain year-round client relationships.
  • Provide tax preparation, tax audit support, and tax planning year-round.
  • Conduce tax interviews face-to-face and via virtual tools (video conferencing, phone, chat, email) to create client confidence.
  • 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 tax expertise and maintain up-to-date knowledge.
  • Demonstrate effective communication in person and virtually; comfortable with virtual tools.
  • Work effectively in a fast-paced, supportive environment.
  • Successful completion of the H&R Block Tax Knowledge Assessment or equivalent.
  • Complete continuing education requirements and meet IRS and applicable state requirements.

Qualifications

  • CPA or Enrolled Agent certification (preferred).
  • Experience completing individual and business tax returns; experience conducting virtual tax interviews is a plus.
  • Sales and / or marketing experience is a plus.
  • Bachelor's degree in accounting or related field (preferred).
  • 5+ years of tax experience; ability to communicate effectively in person and virtually.
  • Experience working in a fast-paced, collaborative environment.
  • Ability to work with virtual tools including video conferencing and chat.
  • Must meet continuing education requirements and all IRS / state requirements.
  • 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.
  • Discounts on everyday items and services.
  • Medical coverage, 401k retirement plan, and Employee Stock Purchase Plan (eligibility requirements apply).
  • Community & Culture

    H&R Block is committed to building a connected culture where trust, care, and connections help everyone feel safe bringing their authentic selves to work and belonging to a larger team. We are recognized on best companies lists and are dedicated to helping each other grow and support one another. We are an equal opportunity employer and celebrate diversity in the workplace.

    Pay Range

    The pay range for this position is listed below. Local minimum wage laws apply. Final pay decisions depend on job-related factors such as experience, education, skill, performance, and location. Eligible associates may participate in incentive plans and benefits as described by company policy.

    Pay Range : $11.00 - $80.00 per hour.

    Sponsored Job : #7545

    EEO statement : H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

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