Experienced Tax Advisor - Block Advisors

H&R Block, Inc. West Chester , PA 19388

Posted 6 days ago

Job Description:

Experienced Tax Advisor - Block Advisors

Seeking growth oriented, experienced Tax Preparers/Advisors to join our network of professionals, serving clients with diverse tax and business services needs

We offer competitive pay, incentive pay opportunity, year round flexible schedules, and advanced tax training.

H&R Block launched a new brand, Block Advisors, and it is redefining the tax preparation experience for individuals and small businesses with complex tax and business services needs. Block Advisors is available year-round to assist our clients reach their financial goals.

Apply today using any device at www.hrblock.com/careers > Tax Office Jobs

Tax Advisor duties include:

  • Providing tax preparation, tax audit support and tax planning year round

  • Building year round client relationships

  • Generating business growth, increasing client retention, and offering additional products and services

  • Increasing tax certification and expertise

  • Mentoring and supporting teammates

Minimum Qualifications

Required Skills & Experience:

  • 5+ years experience in accounting, finance, bookkeeping or tax

  • Experience completing individual tax returns

  • Tax planning and audit support

  • Ability to effectively communicate in person and in writing

  • Experience working in a fast-paced environment

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

  • Must complete 18-hour continuing education requirement and meet all other IRS and applicable state requirements

Preferred Skills & Experience:

  • Bachelors degree in Accounting or related field
  • CPA or Enrolled Agent certification (Circular 230 designation)
  • Experience completing complex tax returns (individual, trust, entity)
  • Sales and/or marketing experience

Bilingual candidates strongly encouraged to apply!

H&R Block is an equal opportunity employer.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Block Advisors MultiUnit Team Leader III

H&R Block, Inc.

Posted 4 days ago

VIEW JOBS 10/12/2019 12:00:00 AM 2020-01-10T00:00 Job Description Are you a passionate people leader, capable of managing multiple offices? Do you enjoy exceeding client expectations? Block Advisors is looking for a Multi-Unit Team Leaders 3 to accelerate our year-round tax and business services by managing three Block Advisor offices and providing leadership to the customer-centric teams that work within them. 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. As a Multi-Unit Team Leader 3 at a Block Advisors office, you will serve as the front-line manager responsible for leadership and development of associates, delivering an outstanding client experience, and achieving all office related growth objectives (i.e., clients, revenue and earnings) for three offices. Prior tax preparation experience is not required. You'll begin working a flexible part-time schedule in the fall as you ramp up for the busy tax season and transition to a full-time schedule from January through April. After working a successful tax season, you will work a reduced schedule May through December, and may even apply for advancement opportunities. What you'll do... * Manage office staffing, operations, and logistics for three offices with support from two Associate Team Leaders * Partner with the District General Manager (DGM) to create and implement office-level growth plans and client growth targets, which includes developing local partnerships and managing office community involvement * Assist the DGM in recruiting and interviewing candidates for tax office associate positions * Build an engaging team environment, across all offices, by training and coaching associates while holding them accountable to execute on Standard Operating Procedures (SOP) and recognizing outstanding associate contributions * Conduct timely performance reviews and partner with Associate Relations Center to resolve associate issues and address performance concerns * Lead daily team meetings and communicate essential information to tax office associates * Create associate work schedules across all offices and ensure accurate timekeeping, as well as labor management, for staff in all offices * Travel between the three offices as required * May prepare up to 75 tax returns, as needed Minimum Qualifications What you'll bring to the team... * People management experience, with the demonstrated ability to grow and develop associates * Demonstrated aptitude for growth plan execution and ability to lead towards growth culture * Strong decision-making and judgment skills and the ability to function well in a fast-paced environment with minimal supervision * Strong interpersonal and communication skills, and a customer-centric mindset that seeks to understand and exceed client needs * Computer proficient with the ability to use MS Office * Bachelor's degree in a related field, or high school diploma with the equivalent combination of experience * Successful completion of the H&R Block Tax Knowledge Assessment or Income Tax Course (if preparing tax returns) It would be even better if you also had... * Multi-unit people management experience in the retail, restaurant, banking, or other related industry; management of people within military service positions can also be a good fit Bilingual candidates strongly encouraged to apply! H&R Block, Inc. West Chester PA

Experienced Tax Advisor - Block Advisors

H&R Block, Inc.