Experienced Tax Advisor - South Jersey

  • Block Advisors
  • Marlton, Evesham Township, NJ, USA
  • Aug 19, 2020
Full time Accounting Finance

Job Description

Are you a customer-centric, experienced enrolled agent or CPA with dedication to your clients and community? Are you growth-oriented and determined to reach high goals? Block Advisors is seeking experienced Tax Advisors like you who want to serve clients with diverse tax and business services needs year-round.

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.

When you join our network of professionals, you’ll experience our passion, pride and the H&R Block brand purpose: To provide help and inspire confidence in our clients and communities everywhere. You’ll also have the support of a team dedicated to providing you with advanced tax training and certification.

What you’ll do…

  • Provide tax preparation, tax planning, and support year round
  • Build year-round client relationships
  • Generate business growth, increase client retention, and offer additional products and services
  • Grow your tax expertise
  • Mentor and support teammates

What you’ll bring to the role…

  • 3+ years of experience in accounting, finance, bookkeeping or tax
  • Experience completing individual tax returns
  • Ability to effectively communicate in person and in writing
  • Ability to navigate through Tax Preparation application.
  • Experience working in a fast-paced environment
  • Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
  • Must complete 18-hour continuing education requirement and meet all other IRS and applicable state requirements

It would be even better if you also had…

  • Bachelor’s degree in Accounting or related field
  • CPA or Enrolled Agent certification (Circular 230 designation) preferred but not required.
  • Experience completing complex tax returns (individual, trust, entity) preferred but not required.
  • Sales and/or marketing experience
  • Some IT Proficiency

Bilingual candidates encouraged to apply!