Tax Services

How to Become a Tax Advisor at Block Advisors

Do you have an interest in becoming a Tax Advisor with Block Advisors? If you are an experienced tax preparer, certified public accountant (CPA), or Enrolled Agent, listen up! Block Advisors is now recruiting seasoned professionals just like you.

If you’re wondering what it takes to join our team of accomplished Tax Advisors, look no further. Here are answers to a few commonly asked questions about how to become a Tax Advisor at Block Advisors — to help you determine if it’s the right move for you…

“What is Block Advisors”

Block Advisors launched in 2016 as an tax preparation and planning service. With a focus on complex tax situations and business returns, our Tax Advisors provide year-round expertise to individuals and small business clients. Our Tax Advisors serve those who want an ongoing relationship with a dedicated tax expert to help them plan the tax aspect of their lives all year long.

“What are some of the benefits to working at Block Advisors?”

Benefits of becoming a Tax Advisor include sharing your tax expertise to help others, maintaining a flexible schedule, and incentivized pay. Here are some of the benefits in detail:

HELPING OTHERS

At Block Advisors, you have a year-round opportunity to assist clients with tax planning and complex tax needs like extensions, audits, or quarterly tax returns.

FLEXIBLE SCHEDULE

We offer a variety of work schedules to meet your needs. Plus, you can enjoy all new, private offices.

TRAINING AND GROWTH

Sharpen your skills in bookkeeping, payroll, and other accounting services while building a stronger book of business. Plus, you have access to over a thousand course options available to allow you to learn the way you want – instructor-led, virtual and self-study programs.

CAREER & COMPENSATION

We invest in you to become the best you can be. You are compensated with base plus incentive pay, and with each new client brought in, your earning potential grows.

“What are some prerequisites to becoming a Tax Advisor at Block Advisors?”

Required Skills & Experience:

  • 5+ years’ experience in accounting, finance, bookkeeping or tax
  • Experience completing individual tax returns
  • Tax planning and audit support
  • Ability to effectively communicate in person and in writing
  • 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

Preferred Skills & Experience:

  • Bachelors degree in Accounting or related field
  • CPA or Enrolled Agent certification (Circular 230 designation)
  • Experience completing complex tax returns (individual, trust, entity)
  • Sales and/or marketing experience

“Are there opportunities to work at Block Advisors other than becoming a Tax Advisor?”

Yes! Block Advisors employs a fleet of additional support staff, including District General Managers, Office Managers and Receptionists. Discover more about these career options.

“What are the next steps to apply?”

If you’re serious about pursuing a career at Block Advisors, start the process by completing the online Tax Knowledge Assessment. (There is no cost to this assessment.)

Thanks for tuning in to learn how to become a Tax Advisor with Block Advisors. If you’re up for the challenge, get the process started!

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