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Senior Tax Advisor

Senior Tax Advisor

H&R BlockTustin, CA, United States
2 hours ago
Job type
  • Full-time
Job description

About Us :

At H&R Block, we champion the idea of people helping people. Our mission is to empower our clients, associates, and communities, instilling confidence in their financial journeys. We value a high-performing, collaborative culture, where every individual feels a sense of belonging.

As part of our commitment to ongoing improvement, we've launched Block Next, a transformative multi-year strategy focused on innovation, client experience, and sustainable growth aimed at reshaping our operations and service excellence in the industry.

If you thrive on challenges and strive to impact your community positively, we invite you to explore opportunities with us.

A Day in Your Role :

As a Senior Tax Advisor at H&R Block, you will help clients navigate their tax needs, building long-term relationships that foster trust and satisfaction. You will join a team dedicated to your success, providing in-depth training to equip you with the knowledge needed to excel.

Your Key Responsibilities :

  • Engage with clients through various channels, including in-person meetings and virtual consultations.
  • Prepare accurate and comprehensive tax returns tailored to individual client needs.
  • Drive business growth by enhancing client retention and introducing additional services.
  • Assist clients with IRS inquiries and provide resolution support.
  • Offer audit representation for clients as a Circular 230 associate.
  • Support and mentor fellow team members to foster a collaborative environment.
  • Successfully complete the H&R Block Tax Knowledge Assessment.
  • Utilize your experience in accounting, finance, bookkeeping, or tax to deliver exceptional client service.
  • Complete individual tax returns efficiently in a busy atmosphere.
  • Use virtual tools effectively for client communication.
  • Communicate professionally through in-person meetings, phone conversations, and written correspondence.
  • Meet IRS and relevant state compliance requirements.
  • Hold at least a high school diploma or equivalent.

Desired Qualifications :

  • A Bachelor’s degree in accounting or a related field.
  • Active CPA or Enrolled Agent certification.
  • Proficiency in preparing complex tax returns (individual, trust, partnership).
  • At least 5 years of relevant experience in accounting, finance, bookkeeping, or tax.
  • Familiarity with conducting virtual tax interviews.
  • Experience in tax planning and providing audit support.
  • Background in sales and / or marketing.
  • Why Join Us?

    At H&R Block, we value our associates and invest in their overall well-being. Our comprehensive benefits are designed to support your health, wellness, and financial goals.

  • Access to the Employee Assistance Program with Health Advocate.
  • Participate in our BetterYou program for enhanced well-being.
  • Benefit from neurodiversity and caregiver support for you and your family.
  • Enjoy various discounts on everyday goods and services.
  • Eligibility for medical coverage, a 401k Retirement Savings Plan, and an Employee Stock Purchase Plan.
  • Explore all available benefits.
  • Our Community :

    H&R Block is dedicated to fostering a Connected Culture built on trust, care, and relationships. We aim to create an environment where everyone feels safe to be their true selves and part of a cohesive team.

    Join us and be part of a globally recognized workplace that values growth, support, and collaboration.

    H&R Block is proud to be an equal opportunity employer, celebrating diversity in all its forms. We welcome applicants from all backgrounds to strengthen our team.

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

    The pay range for this position is $11.00 - $80.00 per hour. Individual pay varies based on experience, education, skills, performance, and geographic location. Candidates may participate in incentive compensation plans that can provide additional earnings.

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    Tax Senior • Tustin, CA, United States