H&R Block

Associate Client Advisor-Small Bus & Tax

H&R Block

Lexington, KY, USA
Full-TimeDepends on ExperienceEntry LevelHigh school or equivalent
Job Description

Welcome to H&R Block, where we believe that every client deserves personalized and expert tax advice. We are currently seeking an Associate Client Advisor-Small Bus & Tax to join our team and help small businesses and individuals navigate the complex world of taxes. As an Associate Client Advisor, you will have the opportunity to work closely with clients, building strong relationships and providing them with the highest level of service. If you have a passion for helping others and a strong understanding of small business and tax regulations, we want to hear from you! Join us and let's make tax time less stressful for our clients.

  1. Provide exceptional customer service to small business clients and individuals seeking tax advice.
  2. Act as a knowledgeable resource for clients, answering questions and providing guidance on tax laws and regulations.
  3. Build and maintain strong relationships with clients through regular communication and personalized interactions.
  4. Utilize a thorough understanding of small business and tax regulations to accurately advise clients on their tax obligations and potential deductions.
  5. Stay up-to-date on changes in tax laws and regulations to ensure accurate and current advice for clients.
  6. Accurately prepare and file tax returns for small businesses and individuals.
  7. Identify and recommend appropriate tax planning strategies for clients to minimize their tax liability.
  8. Collaborate with other team members to ensure a seamless and efficient client experience.
  9. Uphold H&R Block's commitment to providing personalized and expert tax advice to all clients.
  10. Maintain confidentiality and handle sensitive client information with professionalism and discretion.
Where is this job?
This job is located at Lexington, KY, USA
Job Qualifications
  • Excellent Communication And Customer Service Skills.

  • Bachelor's Or Associate's Degree In Accounting, Finance, Or Related Field.

  • Minimum Of 2-3 Years Of Experience In Small Business Accounting Or Tax Preparation.

  • Strong Knowledge Of Tax Laws And Regulations For Small Businesses.

  • Experience With Tax Software, Such As H&R Block's Taxcut Or Turbotax.

Required Skills
  • Financial Analysis

  • Communication

  • Time Management

  • Attention to detail

  • Problem Solving

  • customer service

  • TAX PREPARATION

  • bookkeeping

  • Tax laws

  • Organization

  • Client Relations

  • Small Business

Soft Skills
  • Communication

  • Conflict Resolution

  • Customer Service

  • Emotional Intelligence

  • Leadership

  • Time management

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Associate Client Advisor-Small Bus & Tax in Lexington, KY, USA is $38,000 - $55,000 per year. This can vary depending on factors such as experience, education, and the specific company or organization the individual is employed with. Additionally, location, industry, and job duties may also affect the salary range for this position.

Additional Information
H&R Block is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 26th, 2025
Apply BeforeJune 21st, 2025
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About H&R Block

H&R Block, Inc., or H&R Block, is an American tax preparation company operating in North America, Australia, and India. The company was founded in 1955 by brothers Henry W. Bloch and Richard Bloch. As of 2018, H&R Block operates approximately 12,000 retail tax offices staffed by tax professionals worldwide.

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