20,876 Senior Advisor jobs in the United States

Job Description

Position purpose

Teachers take on the role of and are referred to as Advisors. Advisors are responsible for working with students along a learning and teaching continuum to develop instruction that aligns with our Personalized Mastery Learning model using a teaching/coaching style to support students in accomplishing their goals. The foundation of the organization is the combination of Personalized Mastery Learning (PML), Social Leadership, and Healthy Living. Aveson School of Leaders TK-5 serves the richly diverse Altadena and Pasadena community, and is committed to reflecting and protecting this diversity in terms of race, class, ethnicity, abilities, income, sexual orientation, gender identity, national origin, and other aspects of identity.

Duties/Responsibilities/Functions/Tasks

• Advisors will be responsible and accountable for:
• Creating an effective advisory school family, including community-building, behavior management and conflict resolution strategies with a focus on supporting student development in social-emotional learning
• Working collaboratively with students and parents to develop learning plans, goals, and related benchmarks; determining the appropriate complement of teaching and learning strategies, and regular monitoring and reporting of progress to meet learning goals
• Supporting students in developing and managing their project-based learning; utilizing a project management system to monitor how student time is spent, progress toward goals, documentation of achievement, and development of electronic portfolios
• Meet at least once each month with advisees to discuss their progress; meet with advisees and their parents, as needed
• Providing subject area expertise; communicating the appropriate content knowledge to each student through seminars, workshops and other learning activities
• Facilitating standards-based learning; aligning content seminars and various teaching and learning strategies with Common Core State Standards and course/graduation requirements
• Using a broad range of teaching and learning strategies, with differentiated instruction as needed
• Using multiple assessment strategies and resulting data to drive teaching and learning strategies and to ensure continuous improvement of student learning
• Collaborate with GenEd/SpecEd/Admin Teams to meet student needs
• Using advanced technology as a learning tool; willing and able to integrate technology into teaching and student learning
• Organizing classroom systems/procedures to further support all students being fully engaged in learning
• Actively engage in Professional Development as part of the school team and as an individual
• Provide instruction via any delivery model adopted by Aveson Charter Schools and following Aveson Charter Schools' guidelines.
• Supervision of students during non-instructional periods as assigned.

• Bachelor's Degree (B.A., B.S. or equivalent) from an accredited college or university
• Demonstrated ability to work with diverse youth in an educational and/or social/recreational setting
• Multiple Subjects CA Credential
• Excellent written and verbal communication skills

• Masters Degree (M.A., M.S. or equivalent) from an accredited college or university
• 2+ years working with students as a teacher, teacher intern, or teaching assistant
• Ability to analyze qualitative and quantitative student data
• Knowledge of child cognitive development and different learning styles Knowledge of project-based learning.
• Knowledge of best practices in social-emotional learning and teaching.

• This type of work will involve walking, standing or sitting for extended periods.
• Stooping, squatting, kneeling, overhead reaching and repetitive bending may be involved frequently with this position.
• Perceiving the nature of sound, near and far vision, depth perception, providing oral information, the manual dexterity to operate equipment, and handle work with various materials and objects are important aspects of this job.
• Reasonable accommodations may be made to enable a person with a disability to perform the essential functions of the job.

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

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

Joining Block Advisors as a Tax Advisor means youll serve clients with diverse tax and business services needs year-round. Youll have the support of an expert team, dedicated to providing you with advanced tax training youll need to be successful.

Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.

• CPA or Enrolled Agent certification
• Experience completing business tax returns
• Experience conducting virtual tax interviews
• Sales and/or marketing experience
• Bachelors degree in accounting or related field

• Build year-round client relationships
• Provide tax preparation, tax audit support and tax planning year-round
• Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support
  • All certification levels can provide tax notice services
  • Circular 230 associates can provide audit representation
• Grow your tax expertise
• 5+ years of tax experience
• Experience completing individual tax returns
• Tax planning and audit support
• Ability to effectively communicate in person and virtually
• Comfort working with virtual tools video conferencing and chat
• Experience working in a fast-paced, supportive environment
• Successful completion of the H&R Block Tax Knowledge Assessment* or equivalent
• Must complete continuing education requirements and meet all other IRS and applicable state requirements

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

• Employee Assistance Program with Health Advocate.
• Wellbeing program , BetterYou, to help you build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan?
• Click here to checkout all available benefits.

The Community You Will Join:

At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If youre looking to make an impact, H&R Block is the place for you.

*Enrollment?in?or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

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

Joining Block Advisors as a Tax Advisor means youll serve clients with diverse tax and business services needs year-round. Youll have the support of an expert team, dedicated to providing you with advanced tax training youll need to be successful.

Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.

• CPA or Enrolled Agent certification
• Experience completing business tax returns
• Experience conducting virtual tax interviews
• Sales and/or marketing experience
• Bachelors degree in accounting or related field

• Build year-round client relationships
• Provide tax preparation, tax audit support and tax planning year-round
• Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support
  • All certification levels can provide tax notice services
  • Circular 230 associates can provide audit representation
• Grow your tax expertise
• 5+ years of tax experience
• Experience completing individual tax returns
• Tax planning and audit support
• Ability to effectively communicate in person and virtually
• Comfort working with virtual tools video conferencing and chat
• Experience working in a fast-paced, supportive environment
• Successful completion of the H&R Block Tax Knowledge Assessment* or equivalent
• Must complete continuing education requirements and meet all other IRS and applicable state requirements

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

• Employee Assistance Program with Health Advocate.
• Wellbeing program , BetterYou, to help you build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan?
• Click here to checkout all available benefits.

The Community You Will Join:

At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If youre looking to make an impact, H&R Block is the place for you.

*Enrollment?in?or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

The average investment revenue of our placed candidates over the past 8 years is greater than $450K.
Our 3 year retention of placed candidates with our client is 95%+.

GENERAL FUNCTION:

Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the company's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Achieving sales goals while serving the clients' best interests.
• Plan and conduct individual and group coaching sessions with retail bank employees.
• Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
• Handle daily client needs and problems and prioritize and delegate tasks to resolve.
• Post-appointment follow-up to maintain relationships and develop referrals from existing client base.
• Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.
• Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.
• Ability to delegate tasks and follow-through.
• Prepare necessary internal reports for sales tracking.
• Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.
• Conduct internal and external seminars to focus on business development and growth.
• Serves as a coach and mentor.
• Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.
• Guide and promote progress toward established goals for team.
• Recognize and reward achievement of goals.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Prior Brokerage Industry Experience.
• Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses.
• Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
• Ability to motivate others in a team environment.
• Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.
• Demonstrated ability to simplify and communicate complex financial concepts.
• Proven experience in building strong internal and external client relationships.
• Highly developed knowledge of the securities business, investment products and financial solutions.
• Highly developed sales and presentation skills.

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

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

Joining Block Advisors as a Tax Advisor means youll serve clients with diverse tax and business services needs year-round. Youll have the support of an expert team, dedicated to providing you with advanced tax training youll need to be successful.

Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.

• CPA or Enrolled Agent certification
• Experience completing business tax returns
• Experience conducting virtual tax interviews
• Sales and/or marketing experience
• Bachelors degree in accounting or related field

• Build year-round client relationships
• Provide tax preparation, tax audit support and tax planning year-round
• Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support
  • All certification levels can provide tax notice services
  • Circular 230 associates can provide audit representation
• Grow your tax expertise
• 5+ years of tax experience
• Experience completing individual tax returns
• Tax planning and audit support
• Ability to effectively communicate in person and virtually
• Comfort working with virtual tools video conferencing and chat
• Experience working in a fast-paced, supportive environment
• Successful completion of the H&R Block Tax Knowledge Assessment* or equivalent
• Must complete continuing education requirements and meet all other IRS and applicable state requirements

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

• Employee Assistance Program with Health Advocate.
• Wellbeing program , BetterYou, to help you build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan?
• Click here to checkout all available benefits.

The Community You Will Join:

At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If youre looking to make an impact, H&R Block is the place for you.

*Enrollment?in?or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

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

Joining Block Advisors as a Tax Advisor means youll serve clients with diverse tax and business services needs year-round. Youll have the support of an expert team, dedicated to providing you with advanced tax training youll need to be successful.

Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.

• CPA or Enrolled Agent certification
• Experience completing business tax returns
• Experience conducting virtual tax interviews
• Sales and/or marketing experience
• Bachelors degree in accounting or related field

• Build year-round client relationships
• Provide tax preparation, tax audit support and tax planning year-round
• Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support
  • All certification levels can provide tax notice services
  • Circular 230 associates can provide audit representation
• Grow your tax expertise
• 5+ years of tax experience
• Experience completing individual tax returns
• Tax planning and audit support
• Ability to effectively communicate in person and virtually
• Comfort working with virtual tools video conferencing and chat
• Experience working in a fast-paced, supportive environment
• Successful completion of the H&R Block Tax Knowledge Assessment* or equivalent
• Must complete continuing education requirements and meet all other IRS and applicable state requirements

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

• Employee Assistance Program with Health Advocate.
• Wellbeing program , BetterYou, to help you build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan?
• Click here to checkout all available benefits.

The Community You Will Join:

At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If youre looking to make an impact, H&R Block is the place for you.

*Enrollment?in?or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

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

Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and business services needs year-round. You’ll have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful. 

Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round. 

• CPA or Enrolled Agent certification 
• Experience completing business tax returns 
• Experience conducting virtual tax interviews 
• Sales and/or marketing experience
• Bachelor’s degree in accounting or related field

• Build year-round client relationships
• Provide tax preparation, tax audit support and tax planning year-round 
• Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email) 
• Generate business growth, increase client retention, and offer additional products and services 
• Provide clients with IRS support
  • All certification levels can provide tax notice services
  • Circular 230 associates can provide audit representation 
• Grow your tax expertise 
• 5+ years of tax experience
• Experience completing individual tax returns 
• Tax planning and audit support 
• Ability to effectively communicate in person and virtually 
• Comfort working with virtual tools – video conferencing and chat 
• Experience working in a fast-paced, supportive environment 
• Successful completion of the H&R Block Tax Knowledge Assessment* or equivalent
• Must complete continuing education requirements and meet all other IRS and applicable state requirements 

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs. 

• Employee Assistance Program with Health Advocate. 
• Wellbeing program , BetterYou, to help you build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services. 
• Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.  

The Community You Will Join: 

At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status. 

If you’re looking to make an impact, H&R Block is the place for you.

*Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. 
 

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

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

Joining Block Advisors as a Tax Advisor means youll serve clients with diverse tax and business services needs year-round. Youll have the support of an expert team, dedicated to providing you with advanced tax training youll need to be successful.

Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.

• CPA or Enrolled Agent certification
• Experience completing business tax returns
• Experience conducting virtual tax interviews
• Sales and/or marketing experience
• Bachelors degree in accounting or related field

• Build year-round client relationships
• Provide tax preparation, tax audit support and tax planning year-round
• Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support
  • All certification levels can provide tax notice services
  • Circular 230 associates can provide audit representation
• Grow your tax expertise
• 5+ years of tax experience
• Experience completing individual tax returns
• Tax planning and audit support
• Ability to effectively communicate in person and virtually
• Comfort working with virtual tools video conferencing and chat
• Experience working in a fast-paced, supportive environment
• Successful completion of the H&R Block Tax Knowledge Assessment* or equivalent
• Must complete continuing education requirements and meet all other IRS and applicable state requirements

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

• Employee Assistance Program with Health Advocate.
• Wellbeing program , BetterYou, to help you build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan?
• Click here to checkout all available benefits.

The Community You Will Join:

At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If youre looking to make an impact, H&R Block is the place for you.

*Enrollment?in?or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

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

Joining Block Advisors as a Tax Advisor means youll serve clients with diverse tax and business services needs year-round. Youll have the support of an expert team, dedicated to providing you with advanced tax training youll need to be successful.

Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.

• CPA or Enrolled Agent certification
• Experience completing business tax returns
• Experience conducting virtual tax interviews
• Sales and/or marketing experience
• Bachelors degree in accounting or related field

• Build year-round client relationships
• Provide tax preparation, tax audit support and tax planning year-round
• Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support
  • All certification levels can provide tax notice services
  • Circular 230 associates can provide audit representation
• Grow your tax expertise
• 5+ years of tax experience
• Experience completing individual tax returns
• Tax planning and audit support
• Ability to effectively communicate in person and virtually
• Comfort working with virtual tools video conferencing and chat
• Experience working in a fast-paced, supportive environment
• Successful completion of the H&R Block Tax Knowledge Assessment* or equivalent
• Must complete continuing education requirements and meet all other IRS and applicable state requirements

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.

• Employee Assistance Program with Health Advocate.
• Wellbeing program , BetterYou, to help you build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Benefits with additional eligibility requirements : Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan?
• Click here to checkout all available benefits.

The Community You Will Join:

At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If youre looking to make an impact, H&R Block is the place for you.

*Enrollment?in?or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.