Block Advisors Tax Advisor

H&R Block - West Chester, PA

Full-time - Mid Level

West Chester, PA

10,001+ employees

Professional, Scientific, and Technical Services

About the position

As a Tax Advisor at H&R Block, you will play a crucial role in helping clients make informed decisions regarding their taxes and financial goals. This position involves building strong client relationships and providing year-round tax preparation, planning, and audit support. You will be part of a dedicated team that offers advanced tax training and support, ensuring you have the tools needed to succeed in a dynamic and fast-paced environment.

Responsibilities

• Build year-round client relationships
• Provide tax preparation, tax audit support, and tax planning year-round
• Conduct tax interviews face-to-face and through virtual tools (video conferencing, phone, chat, email)
• Generate business growth, increase client retention, and offer additional products and services
• Grow your tax expertise

Requirements

• 5+ years of tax experience
• Experience completing individual tax returns
• Tax planning and audit support
• Ability to effectively communicate in person and virtually
• Comfort working with virtual tools - video conferencing and chat
• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
• Must complete continuing education requirement and meet all other IRS and applicable state requirements

Nice-to-haves

• CPA or Enrolled Agent certification
• Experience completing business tax returns
• Experience conducting virtual tax interviews
• Sales and/or marketing experience
• Bachelor's degree in accounting or related field

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
• Various discounts on everyday items and services
• Medical Coverage
• 401k Retirement Savings Plan
• Employee Stock Purchase Plan