Tax advisor job description

Responsibilities



You will enjoy this role if
:

• You are welcoming, reassuring, and have a passion for providing exceptional customer service
• You are a go-to tax expert with 3+ years filing a minimum of 30 federal and state individual 1040 tax returns annually
• You are an exceptional communicator and enjoy translating complex tax terminology into a language customers can easily understand
• You have technology experience and will be able to research and support using online tools

What you'll do:

• Utilize defined practices, procedures, and company policies to provide individual tax troubleshooting support and preparation assistance through video-enabled software and chat support
• Deliver accurate tax advice to customers utilizing provided research materials, professional resources, and team support
• Assist customers in gathering, organizing, and entering data in federal and state tax returns for review
• Schedule customer meetings and follow-up when needed, carefully documenting customer interactions

Qualifications

• Minimum of three (3) seasons of tax preparation experience, with a minimum of 30 tax returns prepared
• Prior tax preparation experience in a tax practice or retail setting
• College degree a plus, but not required
• Knowledge of tax laws, tax concepts and familiarity with the form 1040 and all schedules
• PTIN is required (can be obtained online)
• Willingness to utilize audio/visual tools to communicate with customers
• Strong problem solving and research skills, and the ability to quickly use online resources to find answers
• Well-developed technical troubleshooting skills

#Remote #LI-EL1 #LI-REMOTE


Overview


Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 38,000 professionals and a combined worldwide revenue of $4.3 billion.

Many of Baker Tilly's roles have the opportunity to work remotely. Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Your Purpose:
At Jackson Hewitt, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This is something that the vast majority of taxpayers don’t receive from DIY or other assisted providers. We take pride in that. The role you play is critical to our success and together we are “Working Hard for the Hardest Working Americans”. This is our mission and it’s a large part of why we work here. Together we are highly passionate about what we do, and how we can help our clients.Doing taxes is much more than filling in some forms. For most Americans, their tax return is the biggest single financial event of the year, and it can be quite an emotional experience. That’s where you come in! We are here to ease their stress and provide expert customer service and tax knowledge.
Flexible Schedules Available:

• Day shift
• Night shift
• Weekends
• Weekdays
• Full-time or Part-time

Are you:

• Looking to learn a new career and break into the tax industry?
• Someone who has gaps in their work history or is looking to boost their skills and resume?
• Someone who has been out of the workforce over the last year while at home with family?
• New to the workforce or with limited experience/education, but a willingness to learn?
• Retired and want to continue to make an impact?
• Someone without a college diploma? No problem!
• A Veteran or military personnel transitioning from the service?
• Part of a military family that moves often with deployments?
• A recent college graduate or current college student?
• A stay-at-home parent who needs a flexible work schedule?
• A gig worker or looking to add a second income?
• Bilingual? Bilingual candidates are highly encouraged to apply!

What you’ll do here:
As a Seasonal Experienced Tax Advisor, you will be responsible for providing expert guidance, explaining, preparing, and completing accurate tax-related forms for clients, including multiyear, multistate, and year-end tax forms. You will also provide clients with IRS audit support. Complete E-filing, provide printed copies of returns for clients to review, sign and e-file these forms to IRS and state agencies.

• Conduct face-to-face tax interviews with clients.
• Generate business growth, increase client retention, and offer additional products and services.
• Answer client calls via our national call center routing system.
• Answer tax related questions and provide future tax planning to clients in a timely fashion.
• Collection and processing of clients’ payments while ensuring timely deposits.
• Marketing and business generation efforts.
• Support office priorities through teamwork and collaboration.
• Mentor and support teammates, providing guidance and in some cases acting as a lead.
• This position has access to and regularly works with information of a sensitive, highly confidential nature which requires a working knowledge of the business.

Skills you’ll bring for success:

• 2+ seasons of previous tax experience
• Experience completing individual, trust, &/or partnership tax returns
• Passion for providing extraordinary customer service
• Excellent communication and interpersonal skills
• Successful completion of the Jackson Hewitt Tax Knowledge Assessment
• Experience working in a fast-paced environment
• Strong attention to detail and accuracy
• Bachelor’s degree in accounting or related field preferred
• Field Instructor, Remote Support, or Call Center certification a plus
• Tax planning and audit support experience preferred
• Bachelor’s degree in accounting or related field a plus
• CPA or Enrolled Agent license is a bonus
• PTIN Certification: Yes

By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee’s job application process is specific to that franchisee and will not be communicated to any other entity.

**454325BR**

**Title:**

Block Advisor Tax Advisor

**What you'll do...** **:**

As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year.

Joining H&R Block as an **experienced, seasonal Tax Professional** means you'll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.

H&R Block is the industry's largest consumer tax services provider* and we have been focused on client service for over 60 years. When you join our team, you'll find that we're here to live our purpose - to provide help and inspire confidence in our clients and communities everywhere.

**Day to day, you'll...**

+ Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email

+ Prepare complete and accurate tax returns

+ Generate business growth, increase client retention, and offer additional products and services

+ Provide clients with IRS audit support

+ Mentor and support teammates


454325BR

**City:**

Millbrae

**State:**

California

**About H&R Block...** **:**

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world.

We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

H&R Block is committed to diversity and inclusion and is proud to be an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. All qualified applicants are welcomed and encouraged to apply.

**It would be even better if you also had...** **:**

+ Bachelor's degree in accounting or related field

+ CPA or Enrolled Agent certification

+ Experience completing complex returns (individual, trust, partnership)

+ 5+ years of experience in accounting, finance, bookkeeping or tax

+ Experience conducting virtual tax interviews

+ Tax planning and audit support experience

+ Sales and/or marketing experience

**Perks of the job...**

Being here has its benefits. Our benefit offerings can help you plan for the health, well-being and financial wellness needs for you and your family. At Block, seasonal associate benefits include:

+ Medical coverage

+ Retirement savings plans

+ Tax prep benefit

+ Other perks like flexible options that meet your life, collaborative teams and much more!

Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

**What you'll bring to the team...** **:**

+ Experience in accounting, finance, bookkeeping or tax

+ Experience completing individual returns

+ Experience working in a fast-paced environment

+ Comfort working with virtual tools - video, phone and chat

**Posting Title:**

Block Advisor Tax Advisor

**Sponsored Job:**

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