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Senior Tax Advisor

Senior Tax Advisor

H&R BlockLos Banos, CA, United States
1 day ago
Job type
  • Temporary
Job description

Join Our Team at H&R Block!

At H&R Block, we believe in the incredible impact of people helping people. Our purpose is to support and inspire confidence in our clients, associates, and communities everywhere. We promote a high-performing and inclusive culture where everyone feels valued and connected.

We are on a journey of continuous improvement and growth with our long-term strategy known as Block Next. This initiative focuses on innovation, enhancing client experience, and fostering sustainable growth in our industry.

We are always on the lookout for curious, creative individuals who see challenges as opportunities. If you are eager to make a difference in your community, we invite you to explore this exciting opportunity.

A Day in the Life :

As a Senior Tax Advisor, you will play a vital role in guiding clients to make informed decisions about their finances. Your relationships with clients will deepen each year.

In this seasonal position, you will serve clients with varied tax needs, backed by a dedicated team and access to advanced tax training to ensure your success.

What You'll Contribute :

  • Conduct comprehensive tax interviews with clients in-person and via virtual tools, such as video, phone, chat, or email.
  • Prepare accurate and complete tax returns.
  • Drive business growth and enhance client retention by offering additional products and services.
  • Provide clients with support regarding IRS inquiries.
  • Assist with tax notice services and, for those with Circular 230 status, offer audit representation.
  • Mentor and support fellow team members.
  • Complete the H&R Block Tax Knowledge Assessment successfully.
  • Bring experience in accounting, finance, bookkeeping, or tax.
  • Showcase expertise in handling individual tax returns.
  • Demonstrate the ability to thrive in a fast-paced environment.
  • Be comfortable with virtual communication tools.
  • Communicate effectively in person, over the phone, and in writing.
  • Meet applicable IRS and state requirements.
  • Hold 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 in preparing complex tax returns, including individual, trust, and partnership returns.
  • 5+ years of experience in accounting, finance, bookkeeping, or tax.
  • Experience in conducting virtual tax interviews.
  • Familiarity with tax planning and audit support.
  • Background in sales and / or marketing.
  • Why H&R Block?

    We care about our associates' total well-being and offer a range of benefits to support health, well-being, and financial wellness.

  • Employee Assistance Program with Health Advocate.
  • Wellness program , BetterYou, to help you cultivate healthy habits.
  • Neurodiversity and caregiver support accessible to you and your family.
  • Various discounts on everyday items and services.
  • Enhanced benefits : Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan.
  • Explore all available benefits at blockbenefits.com.
  • The Community You Will Join :

    At H&R Block, we are committed to building a Connected Culture based on trust, care, and relationships. We strive to create an environment where everyone feels empowered to bring their authentic selves to work and belonging in a larger team.

    You will experience an exceptional workplace environment recognized on global Best Companies lists, surrounded by colleagues dedicated to mutual growth and support.

    H&R Block is proud to be an equal opportunity employer. We celebrate diversity in all its forms, regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

    If you are ready to make a meaningful impact, H&R Block is the perfect place for you.

  • 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 / Hr. Local minimum wage laws apply.

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    Tax Senior • Los Banos, CA, United States

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