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Senior Tax Advisor

Senior Tax Advisor

H&R BlockGig Harbor, WA, United States
5 days ago
Job type
  • Full-time
Job description

About Us :

At H&R Block, we understand the power of collaboration and community. Our primary purpose is to assist and instill confidence in our clients, associates, and the neighborhoods we serve. We value a high-performing culture where all individuals feel included and supported.

We are committed to continually refining our business strategies through our long-term plan, Block Next, focused on innovation, client experience, and sustainable growth. This multi-year initiative is aimed at transforming how we operate and serve our clients.

If you view challenges as opportunities and are eager to make a positive impact in your community, we want you on our team!

Your Role :

As a Senior Tax Advisor at H&R Block, you will play a critical role in helping clients make informed decisions regarding their financial situations. Build lasting relationships with clients while addressing their diverse tax needs, supported by a dedicated team and advanced training.

Key Responsibilities :

  • Conduct tax interviews with clients through various communication channels : in-person, video, phone, chat, or email.
  • Prepare precise and comprehensive tax returns.
  • Drive business growth, enhance client retention, and provide additional services.
  • Assist clients in dealing with the IRS.
  • Provide support for tax notice services and audit representation based on certification levels.
  • Mentor colleagues and share knowledge within the team.
  • Successfully complete the H&R Block Tax Knowledge Assessment.
  • Demonstrate experience in accounting, finance, bookkeeping, or tax preparation.
  • Have a proven track record in preparing individual tax returns.
  • Thrive in a fast-paced work environment.
  • Show comfort and proficiency with virtual communication tools.
  • Communicate effectively in person, over the phone, and in writing.
  • Meet IRS and applicable state requirements.
  • Hold a high school diploma or equivalent.

Preferred Qualifications :

  • Bachelor's degree in accounting or a related field.
  • CPA or Enrolled Agent certification.
  • Experience preparing complex returns, including individual, trust, and partnership returns.
  • Over 5 years of experience in accounting, finance, bookkeeping, or tax.
  • Familiarity with conducting virtual tax interviews.
  • Experience in tax planning and providing audit support.
  • Sales and marketing experience.
  • Why Join H&R Block?

    At H&R Block, we invest in the well-being of our team members. We offer benefits tailored to suit individual health, well-being, and financial needs.

  • Employee Assistance Program with Health Advocate.
  • Wellbeing program designed to help in building healthy habits.
  • Support for neurodiversity and caregivers for you and your family.
  • Exclusive discounts on various services and products.
  • Additional benefits : Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan.
  • Our Commitment to Community :

    At H&R Block, we foster a culture of connection, trust, and care, creating an environment where everyone feels safe to express their true selves and belongs to a cohesive team.

    Join a workplace recognized globally for its positive culture and dedicated colleagues who are committed to growth and support.

    H&R Block is an equal opportunity employer. We celebrate diversity and welcome applicants from all backgrounds.

    If you're ready to make an impact, consider joining us at H&R Block.

  • Completion of the H&R Block Income Tax Course or Tax Knowledge Assessment does not guarantee employment.
  • Pay Range : The pay range for this position is $11.00 - $80.00 per hour, contingent on factors including experience, education, and location. Successful candidates may qualify for various compensation plans.

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