Block Advisor Tax Advisor

H&R Block; Ardmore (PA); On-site; USD 34,000 - 55,000; Full time

Job summary

H&R Block in Ardmore, PA is seeking a year-round Block Advisor (Tax Advisor) to prepare complete, accurate returns for individuals and businesses, interview clients to understand their financial situations, and provide clear recommendations.

You will build lasting client relationships with empathetic, consultative service, identify tax savings opportunities, provide IRS support and audit guidance, and collaborate with the team in a client-focused office.

Qualifications

• High school diploma or equivalent.
• Bachelor’s degree in accounting, finance, or related field preferred.
• CPA or EA or IRS credential preferred.
• Experience in tax preparation, accounting, finance, or bookkeeping.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations (individual & business).
• Conduct in-depth client interviews to understand financial situations and provide clear recommendations.
• Build year-round client relationships with empathetic, consultative service and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Strong verbal and written comms

Client-facing experience

Consultative/advisory experience

Education

High school diploma/GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA) or IRS credential

Tools

GoSystem

UltraTax

AI-powered tools (Copilot, ChatGPT)

Job description

About The Role

As a year-round Block Advisor

• 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

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.

• 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

Required Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment¹


• 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

Preferred Qualifications

• Bachelor’s degree in accounting, finance, or a related field


• CPA or Enrolled Agent (EA), or other IRS Circular 230 credentials


• Familiarity with GoSystem or Ultratax software
  
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)


• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

Why work for us

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.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

¹ - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

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