Client Advisor - Small Business & Tax

Welcome to H&R Block, where we pride ourselves on providing top-notch financial services to individuals and businesses alike. We are currently seeking a dedicated and knowledgeable Client Advisor for our Small Business & Tax division. As a Client Advisor, you will have the opportunity to work closely with small business owners to help them navigate the complexities of tax laws and maximize their financial success. If you are a driven and experienced professional with a passion for helping small businesses thrive, we want to hear from you!

1. Provide exceptional customer service to small business clients by understanding their unique needs and providing tailored financial solutions.
2. Develop and maintain strong relationships with small business clients to ensure their long-term satisfaction and loyalty.
3. Stay up-to-date on tax laws, regulations, and industry trends to provide accurate and timely advice to clients.
4. Conduct thorough financial analyses for small businesses to identify areas for improvement and potential tax savings.
5. Communicate complex tax information in a clear and concise manner to clients, addressing any questions or concerns they may have.
6. Collaborate with other team members and departments to ensure a seamless and efficient client experience.
7. Act as a trusted advisor to small business clients, offering guidance and support in financial planning, budgeting, and decision-making.
8. Utilize various software and tools to assist clients in tax preparation and filing.
9. Meet and exceed sales targets by actively promoting and cross-selling H&R Block's services to small business clients.
10. Adhere to all company policies, procedures, and ethical standards to maintain a high level of professionalism and integrity.
11. Continuously seek opportunities for professional development and growth to enhance job performance and expertise.
12. Remain organized and detail-oriented to accurately document and maintain client records.
13. Serve as a positive and knowledgeable representative of H&R Block, promoting the brand and its services in the community.
14. Proactively identify and resolve any issues or concerns raised by clients, demonstrating a commitment to their satisfaction.
15. Maintain confidentiality and protect sensitive client information at all times.

According to JobzMall, the average salary range for a Client Advisor - Small Business & Tax in Fresno, CA, USA is $36,575 to $55,237 per year. However, this range can vary depending on factors such as experience, qualifications, and the specific company or organization the Client Advisor is working for. Additionally, some Client Advisors may also receive commission or bonuses as part of their compensation package.

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.