Client Advisor - Small Business & Tax
Are you passionate about helping small businesses grow and thrive? Do you have a strong understanding of tax laws and regulations? If so, we want you to join our team as a Client Advisor - Small Business & Tax at H&R Block. As a trusted advisor, you will play a vital role in providing personalized tax and financial solutions to our small business clients. Your expertise and dedication will help them achieve their goals and navigate the complex world of tax compliance. Join us and make a real impact on the success of small businesses in our community.
- Provide personalized tax and financial solutions to small business clients.
- Serve as a trusted advisor to small business clients, building and maintaining strong relationships.
- Stay updated on tax laws and regulations, and apply this knowledge to provide accurate and compliant advice to clients.
- Understand the unique needs and goals of each small business client, and tailor solutions to meet their specific needs.
- Conduct thorough and accurate tax reviews for small business clients, identifying potential areas for savings and growth.
- Collaborate with other team members to create comprehensive financial plans for small business clients.
- Communicate complex tax concepts and regulations in a clear and understandable manner to clients.
- Proactively identify opportunities to help small business clients save on taxes and improve their financial health.
- Stay organized and maintain thorough documentation of client interactions, recommendations, and solutions.
- Act as a positive representative of H&R Block, promoting our services and values to potential and existing clients.
- Continuously seek out opportunities to expand your knowledge and expertise in tax laws and regulations.
- Maintain confidentiality and handle sensitive financial information with integrity and professionalism.
- Provide exceptional customer service to all small business clients, ensuring their satisfaction and loyalty.
- Actively contribute to the growth and success of small businesses in the community through your work.
Strong Knowledge Of Small Business Accounting And Tax Regulations: A Client Advisor At H&R Block Should Possess A Solid Understanding Of Small Business Accounting Principles And Tax Laws To Effectively Advise Clients On Their Tax Obligations And Maximize Their Returns.
Excellent Communication And Interpersonal Skills: As A Client Advisor, One Must Be Able To Communicate Clearly And Effectively With Clients, Building Strong Relationships And Gaining Their Trust. This Role Also Involves Collaborating With A Team Of Tax Professionals, So Strong Interpersonal Skills Are Essential.
Experience In Tax Preparation For Small Businesses: Candidates Should Have A Proven Track Record Of Preparing Tax Returns For Small Businesses And A Thorough Understanding Of Tax Forms And Software Used In The Process.
Attention To Detail And Accuracy: A Client Advisor Must Have Strong Attention To Detail And Be Able To Accurately Review And Analyze Financial Documents To Ensure That Clients Are Complying With Tax Laws And Regulations.
Ability To Handle Multiple Clients And Deadlines: Working With Small Businesses Means Managing Multiple Clients At Once. The Ideal Candidate Should Be Able To Prioritize And Meet Tight Deadlines While Maintaining A High Level Of Accuracy And Customer Service.
Communication Skills
Financial Planning
Time Management
Attention to detail
customer service
Analytical Thinking
Client Relations
Problem-Solving
Tax Knowledge
Sales Ability
Small Business Expertise
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
Adaptability
Problem-Solving
Decision-making
According to JobzMall, the average salary range for a Client Advisor - Small Business & Tax in San Antonio, TX, USA is $40,000 - $60,000 per year. This range can vary depending on the specific company, experience level, and skills of the individual.
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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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