H&R Block

Senior Client Advisor-Small Business and Tax

H&R Block

Jackson, MS, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to H&R Block, where our mission is to help our clients achieve financial peace of mind. We are currently seeking a highly skilled and experienced Senior Client Advisor to join our team and specialize in serving our small business and tax clients. As a Senior Client Advisor, you will play a crucial role in providing personalized and comprehensive financial guidance and strategies to our valued clients. We are looking for a dedicated and knowledgeable individual who is passionate about helping small businesses thrive and navigate their tax obligations. If you have a strong background in small business consulting and tax preparation, along with excellent communication and problem-solving skills, we would love to hear from you. Join us in making a positive impact on our clients' financial success.

  1. Provide personalized financial guidance and strategies to small business and tax clients.
  2. Advise clients on tax planning and preparation, including identifying potential deductions and credits.
  3. Offer expertise in small business consulting and help clients navigate their tax obligations.
  4. Stay up-to-date on tax laws and regulations to ensure accurate and compliant advice to clients.
  5. Build and maintain strong relationships with clients, earning their trust and loyalty.
  6. Communicate effectively with clients to understand their specific needs and provide tailored solutions.
  7. Identify opportunities to grow and expand the business by providing outstanding service to clients.
  8. Collaborate with team members and share knowledge and expertise to continuously improve client service.
  9. Maintain a high level of professionalism and confidentiality when handling sensitive financial information.
  10. Utilize problem-solving skills to address any challenges or issues that may arise with clients.
  11. Stay organized and manage time effectively to meet deadlines and prioritize tasks.
  12. Contribute to the overall success and growth of the company by promoting our mission and values.
Where is this job?
This job is located at Jackson, MS, USA
Job Qualifications
  • Extensive Knowledge And Experience In Small Business Tax Laws And Regulations.

  • Proven Track Record Of Providing Excellent Client Service And Building Strong Relationships With Small Business Owners.

  • Strong Communication And Interpersonal Skills To Effectively Communicate Complex Tax Concepts To Clients.

  • Ability To Analyze Financial Data And Make Strategic Recommendations To Optimize Clients' Tax Situations.

  • Previous Experience In A Senior Advisory Role, With The Ability To Mentor And Train Junior Team Members.

Required Skills
  • Financial Analysis

  • Communication Skills

  • Account Management

  • Problem Solving

  • Budget management

  • TAX PREPARATION

  • Compliance Knowledge

  • Client Relations

  • Business

  • Tax Planning

  • Client Retention

  • Small Business Consulting

Soft Skills
  • Conflict Resolution

  • Leadership

  • Multitasking

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Communication Skills

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Senior Client Advisor-Small Business and Tax in Jackson, MS, USA is $60,000-$90,000 per year. This may vary depending on factors such as the specific company, experience level, and location.

Additional Information
H&R Block is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 26th, 2025
Apply BeforeJuly 20th, 2025
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About H&R Block

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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