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H&R Block Experienced Tax Advisor - Block Advisors in LAFAYETTE, Indiana



Experienced Tax Advisor - Block Advisors

Job Description:

Are you a customer-centric, experienced enrolled agent or CPA with dedication to your clients and community? Are you growth-oriented and determined to reach high goals? Block Advisors is seeking experienced Tax Advisors like you who want to serve clients with diverse tax and business services needs year-round.

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.

When you join our network of professionals, you'll experience our passion, pride and the H&R Block brand purpose: To provide help and inspire confidence in our clients and communities everywhere. You'll also have the support of a team dedicated to providing you with advanced tax training and certification.

What you'll do...

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

  • Build year-round client relationships

  • Generate business growth, increase client retention, and offer additional products and services

  • Grow your tax expertise

  • Mentor and support teammates Job ID: 313786BR State: IN City: LAFAYETTE Address: 210 S CREASY LN Tax Office Job Categories: Block Advisors - Tax Advisor Minimum Qualifications: What you'll bring to the role...

  • 5+ years of 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 It would be even better if you also had...

  • Bachelor's 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 encouraged to apply!