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Tax Advisor
H&R Block - Union, NJ
posted about 2 months ago
About the position
The Tax Advisor at H&R Block plays a crucial role in providing year-round tax preparation, planning, and audit support to clients. This position focuses on building strong client relationships and delivering exceptional service through various communication methods, including face-to-face interactions and virtual tools. The role is designed for experienced tax professionals who are committed to helping clients achieve their financial goals while continuously enhancing their own tax expertise.
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
- Experience completing business tax returns
- Ability to effectively communicate in person and virtually
- Comfort working with virtual tools - video conferencing and chat
- Experience working in a fast-paced, supportive environment
- 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
- CPA or Enrolled Agent certification
Benefits
- Employee stock purchase plan
- Health insurance
- 401(k)
- Employee assistance program
