H&R Block

Client Advisor - Small Business & Tax

H&R Block

Phoenix, AZ, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to H&R Block, a leading provider of tax preparation services for individuals and small businesses. We are currently seeking a highly motivated and customer-oriented individual to join our team as a Client Advisor for Small Business & Tax. In this role, you will have the opportunity to work with a diverse group of clients, providing them with expert tax advice and solutions tailored to their unique needs. This is an exciting opportunity for someone who is passionate about helping small businesses thrive and is looking to grow their career in tax consulting. We are looking for candidates with strong communication skills, a keen eye for detail, and a deep understanding of tax laws and regulations. If you are a self-starter with a strong work ethic and a desire to make a positive impact on the small business community, we encourage you to apply for this role.

  1. Provide expert tax advice and solutions to small business clients.
  2. Collaborate with a diverse group of clients to understand their unique tax needs.
  3. Conduct thorough tax consultations and assessments for small businesses.
  4. Stay up-to-date on tax laws and regulations to ensure accurate and compliant tax advice.
  5. Build and maintain strong relationships with clients to foster trust and loyalty.
  6. Act as a knowledgeable resource for clients, answering questions and addressing concerns.
  7. Identify opportunities for tax planning and optimization for small businesses.
  8. Work closely with other team members to ensure seamless and efficient service for clients.
  9. Maintain accurate records and documentation of client interactions and services provided.
  10. Continuously seek out opportunities for professional development and growth in the tax consulting field.
  11. Meet and exceed performance goals and targets set by the company.
  12. Represent H&R Block in a professional and positive manner at all times.
  13. Provide exceptional customer service and ensure client satisfaction.
  14. Adhere to company policies and procedures.
  15. Uphold high ethical standards and maintain confidentiality of client information.
Where is this job?
This job is located at Phoenix, AZ, USA
Job Qualifications
  • Extensive Knowledge Of Small Business Tax Laws And Regulations

  • Experience In Providing Financial Advice And Guidance To Small Business Owners

  • Strong Communication And Interpersonal Skills For Building Relationships With Clients

  • Proficient In Tax Preparation Software And Financial Analysis Tools

  • Ability To Adapt To Changing Tax Laws And Regulations And Provide Accurate And Timely Advice To Clients.

Required Skills
  • Financial Analysis

  • Financial Planning

  • customer service

  • TAX PREPARATION

  • Business Consulting

  • bookkeeping

  • Problem-Solving

  • Client management

  • Tax Planning

  • Tax Code Knowledge

  • Small Business Advising

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Client Advisor - Small Business & Tax in Phoenix, AZ, USA is $45,000 - $75,000 per year. However, this can vary depending on factors such as experience, education, and the specific company or industry the person works in. It is recommended to research specific companies and their salary information to get a more accurate understanding of potential earnings.

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 PostedMarch 5th, 2024
Apply BeforeApril 11th, 2026
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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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