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Advisor
H&R Block Boca Raton, FL
$66k-83k (estimate)
Full Time | Business Services 1 Month Ago
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H&R Block is Hiring an Advisor Near Boca Raton, FL

Job Description :

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 connected culture, valuing diversity and inclusion and making everyone feel like they belong.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025.

Our end goal is simple : bigger ambitions, faster transformation, and extraordinary results. It's an exciting time to be a part of H&R Block!

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.

A Typical Day...

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

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

Perks of the job...

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, well-being, and financial wellness needs.

  • Medical coverage allows eligible associate well-being programs including mental health support and coaching
  • 401k Retirement Savings Plan and Employee Stock Purchase Plan
  • Tax prep benefit allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you!
  • Other perks like flexible / remote opportunities that meet your life, collaborative teams and much more!

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 is neither an offer nor a guarantee of employment. What you'll bring to the team...

  • 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
  • Grow your tax expertise

Your Expertise

  • 5 years of tax experience
  • Experience completing individual tax returns
  • Tax planning and audit support
  • Ability to effectively communicate in person and virtually
  • Experience working in a fast-paced, supportive 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

45332

Last updated : 2024-05-14

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$66k-83k (estimate)

POST DATE

05/18/2024

EXPIRATION DATE

06/03/2024

WEBSITE

hrblock.com

HEADQUARTERS

KANSAS CITY, MO

SIZE

15,000 - 50,000

FOUNDED

1955

CEO

JEFFREY J JONES II

REVENUE

$1B - $3B

INDUSTRY

Business Services

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The job skills required for Advisor include Coaching, Communicates Effectively, Diversity and Inclusion, etc. Having related job skills and expertise will give you an advantage when applying to be an Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Advisor. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Advisor positions, which can be used as a reference in future career path planning. As an Advisor, it can be promoted into senior positions as a Career Services Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Advisor. You can explore the career advancement for an Advisor below and select your interested title to get hiring information.

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If you are interested in becoming an Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Advisor for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Advisor job description and responsibilities

Academic advisors advise students about their education, such as by suggesting which classes to take or which career to pursue.

01/19/2022: Dayton, OH

Advisors give students their parents advice to help them make decisions in course and major selection, requirements for selected area of concentration, and post-college plans.

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Advisor provides educational advices or guidance to students in setting academic goals, course planning and career development.

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An Advisor assists a client/student plan their academic goals.

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Determining the level of higher education preferred or required by a student.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Advisor jobs

The low cost, easy entry nature of Advisors makes them a good choice for many consumers.

03/08/2022: Ann Arbor, MI

An advisor must complete a lengthy education requirement, pass a stringent test and demonstrate work experience.

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Advisors may need to register with state regulators or the Securities and Exchange Commission.

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Nearly all academic advisor positions prefer some related work experience.

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Step 3: View the best colleges and universities for Advisor.

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