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Senior Tax Advisor
Senior Tax AdvisorH&R Block • Camarillo, CA, United States
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Senior Tax Advisor

Senior Tax Advisor

H&R Block • Camarillo, CA, United States
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Our Company :

At H&R Block, we are passionate about empowering individuals and communities through expert tax services. Our commitment to helping others drives us to create a dynamic, high-performing culture where everyone can thrive and belong.

We are on an exciting journey of growth and innovation with our Block Next strategy, focusing on enhancing client experience and sustainable development to lead the tax industry.

If you are someone who embraces challenges and is driven to make a meaningful impact in your community, we would love to meet you.

A Typical Day :

As a Senior Tax Advisor, you will be at the forefront of assisting clients in making informed financial decisions. You’ll cultivate long-lasting client relationships while being supported by a knowledgeable team dedicated to your success.

In this role, you will :

  • Conduct tax interviews with clients in-person or through virtual platforms such as video, phone, chat, and email.
  • Prepare accurate and thorough tax returns tailored to specific client needs.
  • Drive business growth by enhancing client retention and introducing additional services and products.
  • Offer support to clients with IRS inquiries and concerns.
  • Assist with tax notice services at all certification levels.
  • Provide audit representation if you hold Circular 230 certification.
  • Mentor and assist fellow team members.
  • Successfully complete the H&R Block Tax Knowledge Assessment.
  • Bring your experience in accounting, finance, bookkeeping, or tax to the table.
  • Demonstrate experience in preparing individual tax returns.
  • Thrive in a fast-paced working environment.
  • Utilize virtual tools confidently to communicate effectively with clients.
  • Meet IRS and applicable state qualifications.
  • Possess a high school diploma or equivalent (a higher degree is a plus).

Extra Qualifications :

  • A Bachelor's degree in accounting or a related field would be beneficial.
  • Possessing CPA or Enrolled Agent certifications is highly advantageous.
  • Experience with complex returns (individual, trust, partnership) is a plus.
  • 5+ years in accounting, finance, bookkeeping, or tax would stand out.
  • Comfort with conducting virtual tax interviews.
  • Experience with tax planning and audit support is valued.
  • Sales and / or marketing experience can also differentiate you.
  • Why work for us :

    At H&R Block, we invest in our team members' overall well-being. Our comprehensive benefits are designed to meet the unique health, wellbeing, and financial needs of our associates.

  • Employee Assistance Program with Health Advocate.
  • Wellbeing program , BetterYou, for building healthy habits.
  • Neurodiversity and caregiver support for you and your family.
  • Discounts on a variety of everyday items and services.
  • Benefits with additional eligibility : Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan.
  • Explore all available benefits on our website.

    The Community You Will Join :

    At H&R Block, our commitment to fostering a connected culture where trust, care, and personal connections thrive is stronger than ever. You’ll be part of a supportive work environment recognized globally as one of the best places to work, surrounded by colleagues dedicated to personal and professional growth.

    H&R Block proudly promotes an inclusive workplace, welcoming diversity in all forms. We celebrate employees regardless of gender, race, ethnicity, age, disability, religion, sexual orientation, gender identity, or veteran status.

    If you are ready to make a meaningful impact, H&R Block is the perfect fit for you.

  • Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment does not guarantee employment.
  • Pay Range Information : The anticipated pay range for this position is provided below. Individual pay decisions will consider job-related factors, such as experience and education. Successful candidates may have the opportunity to engage in incentive compensation plans, potentially enhancing overall earnings.

    Pay Range : $11.00 - $80.00 / Hr.

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    Tax Senior Tax • Camarillo, CA, United States

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