Block Advisor Tax Advisor

Overview Our Company At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we are curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open. What you’ll do Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and business services needs year‑round. You’ll have the support of an expert team, dedicated to providing you with the advanced tax training you’ll need to be successful. Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year‑round. Responsibilities Build year‑round client relationships Provide tax preparation, tax audit support and tax planning year‑round Create confidence in our clients by conducing 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 Provide clients with IRS support All certification levels can provide tax notice services Circular 230 associates can provide audit representation Grow your tax expertise 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 Experience working in a fast-paced, supportive environment Successful completion of the H&R Block Tax Knowledge Assessment or equivalent Must complete continuing education requirements and meet all other IRS and applicable state requirements Qualifications CPA or Enrolled Agent certification (preferred) Experience completing business tax returns Experience conducting virtual tax interviews Sales and/or marketing experience Bachelor’s degree in accounting or related field Why work for us At H&R Block, we believe and invest in our people by committing to their total well‑being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs. 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 Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan The Community You Will Join At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together to create an environment where everyone feels safe to bring their authentic self to work every day and belongs as part of a larger team. You will be immersed in an exceptional work environment that is recognized on Best Companies lists. You will be surrounded by colleagues who are committed to helping each other grow and support each other. H&R Block is an equal opportunity employer. We celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status. Additional If you’re looking to make an impact, H&R Block is the place for you. Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Sponsored Job #23311 #J-18808-Ljbffr