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About the Role
As a year-round Block Advisor Tax Advisor, you are a trusted advisor who helps clients navigate complex tax and business services situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. This role is in-person at a local Block Advisors office.
Responsibilities
- Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
- Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
- Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services
- Provide IRS support, tax notice assistance, and audit guidance to clients as needed
- Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment
Requirements
- Successful completion of the H&R Block Tax Knowledge Assessment
- 5+ years of experience in tax preparation, accounting, finance, or bookkeeping
- Experience preparing complex individual returns and business returns, including tax planning, audit support, and tax notice resolution
- Experience working in a client-facing, consultative, or advisory role
- Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
- Must complete continuing education and meet all other IRS and applicable state requirements
- High school diploma / GED / equivalent
Skills
- Tax preparation
- Accounting
- Finance
- Bookkeeping
- Client-facing communication
- Consultative skills
- Advisory skills
- Verbal communication
- Written communication
- Tax concept explanation
- IRS support
- Tax notice assistance
- Audit guidance
- GoSystem software
- Ultratax software
- AI-powered tools
- Microsoft Copilot
- ChatGPT
Location
- Local Block Advisors office
Work Type
- In-person
Experience Level
- 5+ years of experience
Education Level
- High school diploma / GED / equivalent
- Bachelor’s degree in accounting, finance, or a related field
- CPA or Enrolled Agent (EA), or other IRS Circular 230 credentials
Salary/Compensations
- Competitive hourly rate
- Incentive plan
Benefits
- Competitive pay
- Comprehensive benefits
About the Company
- At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
- We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.