Client Advisor - Small Business & Tax
Welcome to H&R Block, where we are committed to helping small businesses thrive and navigate the complex world of taxes. Are you a knowledgeable and driven individual with a passion for providing exceptional customer service? We are currently seeking a Client Advisor with a strong understanding of small business operations and tax regulations to join our team. As a trusted advisor, you will have the opportunity to assist small business owners in maximizing their financial success and ensuring compliance with tax laws. If you have a friendly demeanor, excellent communication skills, and a thorough understanding of small business and tax principles, we encourage you to apply for this exciting opportunity with H&R Block.
- Act as a trusted advisor to small business owners, providing expert guidance on tax regulations and small business operations.
- Develop and maintain strong relationships with clients, ensuring their satisfaction and loyalty.
- Conduct thorough assessments of clients' financial situations and provide personalized recommendations.
- Stay up-to-date on changes in tax laws and regulations, and communicate them effectively to clients.
- Utilize strong communication skills to explain complex tax concepts and processes in a clear and concise manner.
- Provide exceptional customer service, responding promptly and professionally to client inquiries and concerns.
- Help clients maximize their financial success by identifying potential tax deductions and credits.
- Conduct tax preparation and filing for small business clients.
- Collaborate with team members to ensure accurate and timely completion of tasks.
- Maintain confidentiality and adhere to ethical standards when handling sensitive client information.
- Continuously strive to improve processes and procedures to enhance the overall client experience.
- Act as a representative of H&R Block, promoting our commitment to helping small businesses thrive.
Knowledge Of Small Business Tax Laws: A Client Advisor - Small Business & Tax At H&R Block Should Have A Strong Understanding Of Federal And State Tax Laws As They Pertain To Small Businesses. This Includes Knowledge Of Deductions, Credits, And Filing Requirements Specific To Small Businesses.
Experience With Tax Preparation: The Ideal Candidate Should Have Experience With Tax Preparation For Small Businesses, Including Knowledge Of Tax Forms Such As Schedule C And Other Self-Employment Forms. They Should Also Be Familiar With Tax Software And Have The Ability To Accurately Prepare Tax Returns For Small Businesses.
Communication Skills: As A Client Advisor, Strong Communication Skills Are Essential. The Candidate Should Be Able To Effectively Communicate Complex Tax Information To Clients In A Clear And Understandable Manner. They Should Also Be Able To Listen To Clients' Needs And Concerns And Provide Personalized Tax Advice.
Business Acumen: In Addition To Tax Knowledge, A Client Advisor - Small Business & Tax Should Have A Strong Understanding Of Small Business Operations And Finances. This Includes Knowledge Of Accounting Principles, Business Structures, And Financial Statements. This Will Allow The Candidate To Provide Comprehensive Tax Advice That Takes Into Account The Overall Financial Health Of The Small Business.
Customer Service Orientation: Providing Excellent Customer Service Is A Crucial Aspect Of This Role. The Candidate Should Have A Customer-Centric Mindset And The Ability To Build Strong Relationships With Clients. They Should Also Be Able To Handle Difficult Or Sensitive Situations With Professionalism And Empathy.
Communication Skills
Financial Planning
Time Management
customer service
TAX PREPARATION
bookkeeping
Organization
Problem-Solving
Business ethics
Tax Law Knowledge
Small Business Consulting
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
collaboration
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Client Advisor - Small Business & Tax in Maine, ME 04736, USA is $60,000 to $80,000 per year. This can vary depending on the specific company, experience level, and location within Maine. Some companies may also offer additional benefits such as bonuses, commissions, and healthcare benefits.
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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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