Tax Planning 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 strive to continuously improve our business through Block Next, a multi-year roadmap focused on innovation, client experience, and sustainable growth. We are curious, creative, and committed to making a meaningful difference where you live, work, and play.

Joining Block Advisors as a Tax Advisor means serving clients with diverse tax and business services needs year-round, with support from an expert team and advanced tax training.

Provide tax preparation, tax audit support and tax planning year-round

Create confidence in clients by conducting tax interviews face-to-face and via virtual tools (video conferencing, phone, chat, email)

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

Comfort working with virtual tools - video conferencing and chat

Successful completion of the H&R Block Tax Knowledge Assessment or equivalent

Responsibilities Provide tax preparation, tax audit support and tax planning year-round

Conduce tax interviews in person and through virtual tools

Deliver tax notices and audit representations as appropriate

Our benefits help associates plan for health, wellbeing, and financial wellness.

Employee Assistance Program with Health Advocate

Medical Coverage, 401k, Employee Stock Purchase Plan; The Community You Will Join We are committed to a Connected Culture where trust, care, and connections help everyone feel safe to bring their authentic self to work and belong to a supportive team. You will work in an exceptional environment recognized on Best Companies lists, with colleagues dedicated to helping each other grow.

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.

Local minimum wage laws apply. Individual pay decisions depend on job-related factors such as experience, education, skill, performance, and location.