Client Advisor - Small Business & Tax
Welcome to H&R Block, where we believe that every small business deserves a trusted advisor to help them navigate the complex world of taxes. As a Client Advisor, you will have the opportunity to make a meaningful impact on the success of our small business clients by providing them with expert tax services and personalized guidance. We are looking for passionate individuals with a strong understanding of small business taxes and a commitment to providing exceptional customer service. If you are a driven and detail-oriented individual with a passion for helping others achieve their financial goals, we want you to join our team as a Client Advisor for Small Business & Tax at H&R Block.
- Provide expert tax services to small business clients, ensuring accurate and timely tax preparation and filing.
- Serve as a trusted advisor to small business clients, offering personalized guidance and solutions to help them navigate the complex world of taxes.
- Develop and maintain strong relationships with clients, earning their trust and loyalty through exceptional customer service.
- Stay up-to-date on tax laws and regulations, as well as industry trends and changes that may impact small businesses.
- Collaborate with colleagues to continuously improve processes and procedures, ensuring the highest level of service for our clients.
- Identify opportunities to upsell and cross-sell additional tax services to clients, contributing to the growth and success of the business.
- Communicate effectively with clients, providing clear and easy-to-understand explanations of tax concepts and procedures.
- Maintain accurate and organized client records, ensuring confidentiality and compliance with all relevant laws and regulations.
- Handle client inquiries and concerns in a professional and timely manner, striving to resolve issues and provide solutions that meet the needs of the client.
- Act as a brand ambassador for H&R Block, promoting our values and commitment to helping small businesses thrive.
Knowledge Of Small Business Tax Laws: A Client Advisor At H&R Block Should Have A Thorough Understanding Of Small Business Tax Laws, Including Federal And State Regulations. This Includes Knowledge Of Tax Deductions, Credits, And Exemptions That May Apply To Small Businesses.
Experience With Tax Preparation: In Addition To Understanding Tax Laws, A Client Advisor Should Have Experience With Tax Preparation For Small Businesses. This Includes Knowledge Of Various Tax Forms And Schedules, As Well As The Ability To Accurately Prepare And File Tax Returns For Small Business Clients.
Strong Communication Skills: As A Client Advisor, Effective Communication With Small Business Clients Is Essential. This Includes The Ability To Explain Complex Tax Information In Simple Terms, As Well As Actively Listening To Clients' Concerns And Questions.
Business Acumen: A Client Advisor Must Possess A Strong Understanding Of Business Principles And Practices, As Well As The Ability To Analyze Financial Data And Make Recommendations For Tax Planning And Savings Strategies For Small Businesses.
Professional Certification: Many Client Advisor Positions At H&R Block Require Candidates To Hold A Professional Certification, Such As The Enrolled Agent (Ea) Designation Or Certified Public Accountant (Cpa) License. These Certifications Demonstrate A Strong Understanding Of Tax Laws And Preparation, As Well As A Commitment To Ongoing Education And Ethical Standards.
Budgeting
Communication Skills
Time Management
Attention to detail
TAX PREPARATION
bookkeeping
Client Relationship Management
Problem-Solving
Financial Advising
Tax Law Knowledge
Small Business Consulting
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Teamwork
Active Listening
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Client Advisor - Small Business & Tax in San Francisco, CA, USA is $69,000 - $95,000 per year. This can vary depending on the specific company, experience level, and other factors. Some top-paying companies in this field in San Francisco include PwC, Ernst & Young, and Deloitte.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
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.
Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started