Client Advisor - Small Business & Tax

Welcome to H&R Block - a company dedicated to helping individuals and small businesses navigate the complex world of taxes. We are currently seeking a driven and knowledgeable Client Advisor with a focus on small business and tax to join our team. As a Client Advisor, you will have the opportunity to make a significant impact on the success of our clients by providing expert guidance and exceptional customer service. If you are passionate about helping small businesses thrive and have a deep understanding of tax laws and regulations, we want to hear from you. Join us on our mission to empower individuals and businesses to achieve financial success.

1. Provide expert guidance: As a Client Advisor, you will be responsible for providing expert guidance to clients on tax laws and regulations. This includes staying up-to-date on any changes or updates to tax laws and being able to effectively communicate this information to clients.
2. Deliver exceptional customer service: It will be your responsibility to ensure that every client has a positive experience with H&R Block. This includes actively listening to their concerns, addressing any issues, and going above and beyond to meet their needs.
3. Build and maintain relationships: You will be responsible for building and maintaining strong relationships with small business clients. This may include reaching out to potential clients, networking, and staying in touch with current clients to ensure their continued satisfaction.
4. Identify client needs: As a Client Advisor, you will need to be able to identify the specific needs of each client and provide tailored solutions. This may involve conducting thorough assessments of their tax situation and offering personalized recommendations.
5. Stay organized and efficient: It will be your responsibility to manage a large number of clients and their tax information. This will require strong organizational skills and the ability to prioritize tasks in order to efficiently serve each client.
6. Collaborate with team members: You will work closely with other team members, such as tax preparers and financial advisors, to provide comprehensive services to clients. This will involve effective communication and teamwork to ensure that clients receive the best possible support.
7. Stay compliant: As a Client Advisor, you will be responsible for ensuring that all tax advice and services provided are in compliance with state and federal regulations. This includes maintaining strict confidentiality and adhering to ethical standards.
8. Continuously improve knowledge and skills: Tax laws and regulations are constantly changing, and it will be your responsibility to stay updated and knowledgeable in your field. This may involve attending training sessions, researching updates, and seeking opportunities for professional development.
9. Promote H&R Block services: You will be responsible for promoting H&R Block services and products

According to JobzMall, the average salary range for a Client Advisor - Small Business & Tax in Louisville, KY, USA is $46,000 - $73,000 per year. This range can vary depending on factors such as experience, education, and the specific company or organization. Some top-paying companies in this field in Louisville include PNC Bank, U.S. Bank, and BB&T. Additionally, bonuses and commissions may also be included in the compensation package for this role.

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.