Talent.com
H&R Block
Block Advisor Tax AdvisorH&R Block • Charlotte, NC, United States
No longer accepting applications
Block Advisor Tax Advisor

Block Advisor Tax Advisor

H&R Block • Charlotte, NC, United States
30+ days ago
Job type
  • Full-time
Job description

Tax Advisor

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.

Day to day, you'll...

  • Build year-round client relationships
  • Provide tax preparation, tax audit support and tax planning year-round
  • Create confidence in our clients by conducting 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

Required Qualifications

  • 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 1 or equivalent
  • Must complete continuing education requirements and meet all other IRS and applicable state requirements

1 - Enrollment in or completion of the H&R Block Income Tax Course of Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Preferred Qualifications

  • 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

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

Create a job alert for this search

Block Advisor Tax Advisor • Charlotte, NC, United States

Similar jobs

Wealth Advisor

AprioCharlotte, NC, United States
Full-time

Join Aprio's Wealth Management team and you will help clients maximize their opportunities.Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their d... Show more

 • Promoted

Travel Physical Therapist (PT) - $1,806 to $2,006 per week in Statesville, NC

AlliedTravelCareersStatesville, NC, US
$1,806.00 weekly
Full-time +1

AlliedTravelCareers is working with Jackson Therapy Partners to find a qualified Physical Therapist (PT) in Statesville, North Carolina, 28625!.Looking for a change of scenery and a chance to help ... Show more

 • Promoted

Remote Job $790/wk - Hiring Focus Group Panelists

MaxionLake Norman of Catawba, NC, US
Remote
Full-time +2

Want to make extra money on YOUR schedule? Join our exclusive list of research study participants and .Perfect for anyone seeking remote, part-time, or temporary work, these opportunities require .... Show more

 • Promoted

Financial Advisor - Charlotte / Ballantyne, NC

Thrivent Financial for LutheransCharlotte, NC, United States
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more

 • Promoted

Financial Advisor

VanguardCharlotte, NC, United States
Full-time

Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX.In this role, you will build and maintain ... Show more

 • Promoted

Tax Admin

US Tech SolutionsCharlotte, NC, United States
Full-time

The Tax Accountant I is responsible for financial reporting, review of finance data, results, analysis and research of tax treatment, knowledge of operations and transactions, gathering of data as ... Show more

 • Promoted

Financial Advisor

The Pelora GroupCharlotte, NC, United States
Full-time

Are you seeking an opportunity to impact your community, build a legacy for yourself and your clients, and find the independence and flexibility you value without being alone?.As a Financial Adviso... Show more

 • Promoted

Advisor - SouthPark

Warby ParkerCharlotte, NC, United States
Full-time +1

Warby Parker is searching for a well-rounded Sales Advisor to help us deliver the best possible service to each and every one of our customers.In supporting our retail locations across the country ... Show more

 • Promoted

Tax Advisor, Wealth Management

Brown Brothers HarrimanCharlotte, NC, United States
Full-time

Tax Advisor, Wealth Management.At BBH, partnership is more than a form of ownershipit's our approach to business and relationships.We know that supporting your professional and personal goals is th... Show more

 • Promoted

Service Advisor

Classic Chrysler Jeep Dodge RAMPineville, NC, United States
Full-time

Service Consultant Opportunity.Mills Auto Group is looking for a motivated Service Consultant that is interested in furthering their career into management.If you have excelled in your service driv... Show more

 • Promoted

Real Estate Senior Tax Advisor

Hall CPA LLCCharlotte, NC, United States
Full-time

We are a 100% virtual CPA firm, with our team located across the United States.As a real estate niche-focused firm, we serve Real Estate Investors, Syndicates, and Fund Managers.Our team is passion... Show more

 • Promoted

Mortgage Advisor

Pinnacle BankCharlotte, NC, United States
Full-time

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful.We work to ensure that every associate embraces what makes Pinnacle di... Show more

 • Promoted

Financial Solutions Advisor - Charlotte, NC

Bank of AmericaCharlotte, NC, United States
Full-time

Bank of America Financial Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible G... Show more

 • Promoted

Certified Financial Advisor

VanguardCharlotte, NC, United States
Full-time

Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Charlotte, NC.W... Show more

 • Promoted

Private Wealth Financial Advisor

CG Financial ServicesCharlotte, NC, United States
Full-time

At CG Financial Services, we help successful individuals and families build, protect, and transfer wealth through comprehensive and personalized planning.With established offices in Michigan and No... Show more

 • Promoted

Voya Financial Advisors Charlotte

Voya Financial AdvisorsCharlotte, NC, United States
Full-time

Financial Professional Opportunity.Financial Professional to join our team in the greater Charlotte area to work plan sponsor relationships, in tax exempt markets and retail.This position will be r... Show more

 • Promoted

Virtual Financial Advisor - Charlotte

Thrivent Financial for LutheransCharlotte, NC, United States
Full-time

Virtual Financial Advisor Remote.Bring your skills to a deeply purposeful, financially rewarding career.Thrivent is more than a financial services company we're a community that puts generosity a... Show more

 • Promoted

Financial Advisor - Brokerage Group - Mooresville/Charlotte, NC

First National BankCharlotte, NC, United States
Full-time

This position is primarily responsible for supporting the Bank's business plan and established goals through customary activity including outside calls to current and potential customers.The incumb... Show more

 • Promoted

Remote Insurance Underwriter – Excess & Specialty

Micro1Lake Norman of Catawba, North Carolina, US
$55.00 hourly
Remote
Full-time

Insurance Underwriter – Excess & Specialty.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as fin... Show more

 • Promoted

Financial Advisor

Northwestern MutualHuntersville, NC, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more