
Associate Client Advisor-Small Bus & Tax
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.
- Provide exceptional customer service to small business clients and individuals seeking tax advice.
- Act as a knowledgeable resource for clients, answering questions and providing guidance on tax laws and regulations.
- Build and maintain strong relationships with clients through regular communication and personalized interactions.
- Utilize a thorough understanding of small business and tax regulations to accurately advise clients on their tax obligations and potential deductions.
- Stay up-to-date on changes in tax laws and regulations to ensure accurate and current advice for clients.
- Accurately prepare and file tax returns for small businesses and individuals.
- Identify and recommend appropriate tax planning strategies for clients to minimize their tax liability.
- Collaborate with other team members to ensure a seamless and efficient client experience.
- Uphold H&R Block's commitment to providing personalized and expert tax advice to all clients.
- Maintain confidentiality and handle sensitive client information with professionalism and discretion.
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.
Financial Analysis
Communication
Time Management
Attention to detail
Problem Solving
customer service
TAX PREPARATION
bookkeeping
Tax laws
Organization
Client Relations
Small Business
Communication
Conflict Resolution
Customer Service
Emotional Intelligence
Leadership
Time management
Attention to detail
Teamwork
Adaptability
Problem-Solving
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.
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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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