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Senior Tax Advisor

Senior Tax Advisor

H&R BlockBiddeford, ME, United States
4 days ago
Job type
  • Full-time
Job description

About Us : At H&R Block, we believe in the power of people helping people. Our mission is to provide assistance and inspire confidence in our clients, associates, and communities. We champion a high-performing, inclusive culture where everyone feels valued.

We're dedicated to continually enhancing our business through our long-term strategy, Block Next. This multi-year initiative emphasizes innovation, client experience, and sustainable growth while transforming how we work, serve, and lead in the industry.

If you are someone who welcomes challenges as opportunities and aims to make a positive impact in your community, we welcome you to explore opportunities with us.

A Day in the Life : As a Senior Tax Advisor, you will guide clients in making informed decisions regarding their financial matters, fostering relationships that enhance client loyalty year after year.

In this role, you will serve clients with a variety of tax needs, supported by a team of experts and comprehensive tax training to ensure your success.

What You Will Bring to the Team :

  • Conduct in-depth tax interviews with clients both in-person and through virtual platforms (video, phone, chat, email).
  • Prepare thorough and accurate tax returns.
  • Drive business growth, enhance client retention, and propose additional services and products.
  • Provide support for clients interacting with the IRS.
  • Circular 230 associates can conduct audit representation.
  • Mentor and support team members.
  • Successfully complete the H&R Block Tax Knowledge Assessment.
  • Prior experience in accounting, finance, bookkeeping, or tax preparation.
  • Experience with individual tax returns.
  • Able to thrive in a fast-paced environment.
  • Comfortable using virtual communication tools.
  • Strong communication skills in person, over the phone, and in writing.
  • Meet IRS and state licensing requirements.
  • High school diploma or equivalent.

Preferred Qualifications :

  • Bachelor's degree in accounting or a related field.
  • CPA or Enrolled Agent certification.
  • Proven experience with complex returns (individuals, trusts, partnerships).
  • 5+ years of experience in accounting, finance, bookkeeping, or tax preparation.
  • Experience conducting virtual tax interviews.
  • Expertise in tax planning and audit support.
  • Sales and marketing experience is a plus.
  • Why Join H&R Block? We prioritize the well-being of our employees by offering comprehensive benefits to fit your health, personal, and financial needs.

  • Employee Assistance Program providing Health Advocate services.
  • Wellness Program , BetterYou, helps foster healthy habits.
  • Support for neurodiversity and caregivers available for employees and their families.
  • Discounts on everyday items and services.
  • Eligibility for benefits such as Medical Coverage, 401k Retirement Plan, and Employee Stock Purchase Plan.
  • Our Community : H&R Block is devoted to building a Connected Culture based on trust, care, and collaboration, ensuring everyone can bring their true selves to work. You'll work in a renowned environment recognized among the Best Companies globally and join peers committed to mutual support and growth.

    H&R Block is an equal opportunity employer, celebrating diversity within our workplace. We invite individuals of all backgrounds to apply.

  • Completing the H&R Block Income Tax Course or Tax Knowledge Assessment does not guarantee employment.
  • Create a job alert for this search

    Tax Senior • Biddeford, ME, United States

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