H&R Block - Austin, TX

posted 7 days ago

Part-time,Full-time - Entry Level
Austin, TX
10,001+ employees
Professional, Scientific, and Technical Services

About the position

The Tax Advisor position at H&R Block involves providing comprehensive tax services to clients, including tax preparation, planning, and audit support. This role is designed for individuals who are passionate about helping clients make informed financial decisions and who thrive in a dynamic, supportive environment. Tax Advisors will build long-term client relationships and contribute to business growth while receiving ongoing training and support from an expert team.

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

  • 401(k)
  • Employee assistance program
  • Employee stock purchase plan
  • Health insurance
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