Job Description

Job Description

Job Description

TS26 Block Advisors Tax Advisors

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 connected culture, valuing diversity and inclusion and making everyone feel like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal is simple: bigger ambitions, faster transformation, and extraordinary results. It’s an exciting time to be a part of H&R Block!

At H&R Block, we're 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[SS1] .

A Typical Day….

As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you’ll build client relationships that will grow stronger every year.

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 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.

What You’ll Bring to the Role

· 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

o All certification levels can provide tax notice services

o Circular 230 associates can provide audit representation

· Grow your tax expertise

Your 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 Assessment1 or equivalent

· Must complete continuing education requirements and meet all other IRS and applicable state requirements[SS2]

It would be even better if you also had...

· 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

If you do not have the experience you may join as a Tax Associate

Joining Block Advisors as a Tax Associate means you will have the support of an expert team dedicated to providing you with the tax training you need to be successful. You will also have the freedom, flexibility, and extra earnings you will need to embrace what makes your life uniquely yours.

What you’ll bring to the role:

• Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support
• Support office priorities through teamwork and collaboration
• Grow your tax expertise

Your Expertise:

• Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course
• Experience working in a fast-paced environment
• Comfort working with virtual tools – video, phone and chat
• Ability to effectively communicate in person, via phone and in writing
• Must meet all other IRS and applicable state requirements
• High school diploma / equivalent or higher

It would be even better if you also had:

• Bachelor’s degree in accounting or related field
• Previous experience in a customer service or retail environment
• Experience working in a fast-paced, supportive environment
• Ability to work a minimum of 25-35 hours weekly throughout tax season and up to 40 hours during peak weeks

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 as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also 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 welcome and 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.

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.

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