Client Advisor - Small Business & Tax

We are seeking a dynamic and customer-centric individual to join our team as a Client Advisor for Small Business & Tax at H&R Block. As a leading provider of tax preparation services, our aim is to help small business owners navigate the complexities of tax compliance and maximize their financial success. In this role, you will have the opportunity to use your expertise in tax planning and business consulting to provide personalized guidance to our clients. We are looking for someone who is passionate about helping small businesses thrive and is committed to delivering exceptional customer service. If you have a strong understanding of tax laws and regulations, excellent communication skills, and a drive to exceed expectations, we want to hear from you!

1. Provide exceptional customer service to small business clients by understanding their unique needs and providing personalized guidance on tax planning and compliance.
2. Utilize expert knowledge of tax laws and regulations to advise clients on tax strategies and potential deductions.
3. Conduct thorough consultations with clients to gather necessary financial information and assess their tax needs.
4. Develop and maintain strong client relationships by demonstrating a deep understanding of their business and providing ongoing support.
5. Stay up-to-date on changes in tax laws and regulations to ensure accurate and timely advice to clients.
6. Collaborate with other team members to identify opportunities for business growth and offer solutions to clients.
7. Act as a trusted advisor to clients, providing them with valuable insights and recommendations to help them achieve their financial goals.
8. Proactively identify potential issues and provide solutions to clients to prevent or resolve any tax-related problems.
9. Maintain accurate and organized client records and documentation in accordance with company policies and procedures.
10. Continuously seek opportunities to improve customer satisfaction and retention through exceptional service and support.

According to JobzMall, the average salary range for a Client Advisor - Small Business & Tax in Honolulu, HI, USA is $60,000 - $80,000 per year. This can vary depending on the specific company, experience level, and qualifications of the individual. Some companies may offer higher salaries or additional benefits such as bonuses or commission.

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.