Client Advisor-Small Business and Tax
Welcome to H&R Block, where we believe in empowering small business owners and individuals to achieve financial success. We are currently seeking a talented and driven Client Advisor-Small Business and Tax to join our team. In this role, you will have the opportunity to work directly with small business clients, providing them with expert tax advice and guidance to help them navigate the ever-changing tax landscape. We are looking for individuals who are passionate about helping others and have a strong understanding of tax laws and regulations. If you are a problem-solver, a strong communicator, and have a desire to see small businesses thrive, then we want to hear from you. Join our team and make a meaningful impact on the financial well-being of our clients.
- Provide expert tax advice and guidance to small business clients.
- Stay up-to-date on current tax laws and regulations.
- Build and maintain strong relationships with clients.
- Understand and analyze clients' financial situations to provide personalized solutions.
- Educate clients on tax planning strategies to help them achieve financial success.
- Identify potential tax savings opportunities for clients.
- Communicate complex tax concepts in an easy-to-understand manner.
- Collaborate with team members to ensure quality service and client satisfaction.
- Continuously seek opportunities to improve and streamline processes for clients.
- Handle and resolve any client issues or concerns in a timely and professional manner.
- Act as a liaison between clients and the company, providing updates and information as needed.
- Participate in training and development opportunities to continuously enhance knowledge and skills.
- Maintain confidentiality and adhere to ethical standards in handling client information.
- Represent H&R Block in a positive and professional manner at all times.
- Continually strive to meet and exceed performance goals and objectives.
Extensive Knowledge Of Small Business Tax Laws And Regulations: A Client Advisor-Small Business And Tax At H&R Block Should Possess Thorough Understanding Of Federal, State, And Local Tax Laws That Apply To Small Businesses. They Should Also Be Well-Versed In Tax Deductions, Credits, And Exemptions That Small Businesses Can Claim.
Experience In Providing Tax Advice And Solutions To Small Business Clients: This Role Requires A Candidate Who Has Previous Experience In Advising Small Business Clients On Tax-Related Matters. They Should Be Able To Understand The Unique Needs And Challenges Of Small Businesses And Provide Tailored Solutions To Help Them Maximize Their Tax Benefits.
Strong Communication And Interpersonal Skills: As A Client Advisor-Small Business And Tax, The Candidate Will Be Responsible For Building And Maintaining Relationships With Small Business Clients. Therefore, Excellent Communication And Interpersonal Skills Are Essential To Effectively Communicate Complex Tax Information And Build Trust With Clients.
Proficient In Tax Preparation Software: H&R Block Uses Its Own Tax Preparation Software, And A Client Advisor-Small Business And Tax Should Be Proficient In Using This Software. They Should Also Have Experience With Other Tax Software Programs And Be Able To Quickly Learn And Adapt To New Software.
Certified Public Accountant (Cpa) Or Enrolled Agent (Ea) Certification: While Not A Requirement, Having A Cpa Or Ea Certification Is Highly Desirable For This Role. These Certifications Demonstrate A High Level Of Expertise And Knowledge In Tax Preparation, Planning, And Consulting, Which Are Crucial For Providing Top-Notch Service To Small Business Clients At H&R Block.
Communication Skills
Financial Planning
Time Management
Analytical skills
Attention to detail
customer service
TAX PREPARATION
Client Relations
Problem-Solving
Tax Knowledge
Small Business Expertise
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Client Advisor-Small Business and Tax in Lexington, KY, USA is $42,000 to $55,000 per year. This can vary depending on the specific company, experience level, and other factors.
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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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