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Tax Advisor - Block Advisors

H&R Block - Allentown, PA

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Job Description

Our Company At H&R Block, we are dedicated to the idea that people helping people can create powerful outcomes. Our mission is to help and inspire confidence among our clients, associates, and communities everywhere. We prioritize a culture of high performance and connection, where everyone feels they belong. We are committed to evolving our business with a long-term strategy known as Block Next. This multi-year initiative focuses on innovation, enhancing client experience, and fostering sustainable growth. It aims to elevate our operational methods, service delivery, and leadership within the industry. At H&R Block, we embrace curiosity, creativity, and continuous movement. If you view challenges as opportunities and strive to make a lasting impact in your community, we encourage you to explore joining our team. Your Role as a Tax Advisor As a Tax Advisor with Block Advisors, you will play a crucial role in empowering clients to make informed decisions regarding their finances, careers, and businesses. Year-round, you will build lasting client relationships that strengthen over time. In this role, you will cater to clients with varying tax and business service needs, supported by a team of experts providing the advanced training necessary for your success. Block Advisors is a proud brand of H&R Block, redefining tax preparation for individuals and small businesses with intricate tax and service needs. Our objective is to support our clients in achieving their financial aspirations. Preferred Qualifications: CPA or Enrolled Agent certification Experience with business tax returns History of conducting virtual tax interviews Sales or marketing experience Bachelor's degree in accounting or a related field Key Responsibilities: Develop year-round relationships with clients Offer tax preparation, audit support, and planning services year-round Instill confidence in clients by conducting tax interviews in person and virtually (video conferencing, email, chat) Drive business growth, enhance client retention, and present additional products and services Assist clients with IRS-related support Provide tax notice services at all certification levels Circular 230 associates may offer audit representation Continuously expand your tax expertise 5+ years of tax experience Experience with individual tax returns Tax planning and audit support Strong verbal communication skills, both in-person and virtually Familiarity with virtual collaboration tools - video conferencing and chat Experience in a dynamic, supportive work environment Successful completion of the H&R Block Tax Knowledge Assessment or equivalent Commitment to ongoing education and meeting IRS/state requirements Why Join Us? At H&R Block, we prioritize our employees' well-being by investing in a comprehensive benefits program tailored to our workforce's unique health, wellness, and financial needs. Access to an Employee Assistance Program with Health Advocate. Engagement in the BetterYou wellbeing program designed to foster healthy habits. Support offered for neurodiversity and caregivers for you and your family. Opportunities for various discounts on everyday items and services. Eligible employees can access Medical Coverage, 401k Retirement Plan, and Employee Stock Purchase Plan. The Community You Will Join: At H&R Block, we are dedicated to building a Connected Culture where trust, care, and collaboration are at the forefront of our efforts. We strive to create a work environment where everyone can bring their authentic selves and feel they belong to a larger community. You will join an exceptional work environment recognized worldwide as one of the Best Companies to Work For! You will collaborate with colleagues who are passionately committed to mutual growth and support. H&R Block is proud to be an equal opportunity employer. We celebrate diversity in the workplace, embracing individuals of all backgrounds, including gender, race, ethnicity, age, disability, religion, sexual orientation, gender identity, or veteran status. If you are ready to make an impact, H&R Block is the ideal place for you. Please note that enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment does not guarantee employment.

Created: 2026-03-04

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