Financial Advisor
TradeJobsWorkforce94230 Sacramento, CA, USFull-time
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial s... Show more
Block Advisor Tax AdvisorH&R Block • Elk Grove, CA, United States
No longer accepting applications
Block Advisor Tax Advisor
H&R Block • Elk Grove, CA, United States
30+ days ago
Salary
$11.00 hourly
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.
Pay Range Information
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range
$11.00 - $80.00/Hr.
Sponsored Job
#6549
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Block Advisor Tax Advisor • Elk Grove, CA, United States
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