Block Advisors Tax Advisor

H&R Block; Belmont (CA); On-site; USD 26,000 - 110,000; Full time

Job summary

H&R Block in Belmont, CA is seeking a year-round Block Advisor to prepare complete tax returns for individuals and small businesses, conduct client interviews, and deliver personalized recommendations.

You will build long-term client relationships, identify tax savings opportunities, and provide IRS support and audit guidance, backed by training and technology. This in-person role offers a competitive hourly rate and an incentive plan tied to impact.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns and tax planning.
• Strong communication skills and ability to explain tax concepts clearly.
• Must meet IRS/state requirements and maintain ongoing education.

Responsibilities

• Prepare complete tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and impacts.
• Provide personalized recommendations and tax savings opportunities.
• Offer IRS support, notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a client-focused office.

Skills

Tax preparation

Client interviewing

Communication

IRS requirements

Education

Bachelor’s degree in accounting/finance

Tools

GoSystem

UltraTax

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

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.

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.

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

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.

Pay Range

$18.95 - $80.00/Hr.

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