Block Advisors Tax Advisor

H&R Block, Inc.; Belmont (MA); Presencial; USD 21.000 - 110.000; Jornada completa

Descripción de la vacante

H&R Block, Inc. in Belmont, MA is seeking a year-long Block Advisor Tax Advisor to prepare complete tax returns for individuals and businesses, conducting in-depth client interviews to understand financial situations and tax implications, and offering clear, personalized recommendations.

You will build trusted, year-round client relationships by delivering empathetic, consultative service, identify tax savings opportunities, and provide IRS support as needed.

Formación

• Experience preparing complex individual and business returns, including tax planning and audit support.
• Strong client-facing consulting skills and ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• Education aligned with accounting/finance is preferred.

Responsabilidades

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications, then provide recommendations.
• Build year-round client relationships and identify tax savings opportunities and relevant Block Advisors products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team to maintain a positive, client-focused office environment.

Conocimientos

Client communication

Interviewing clients

Tax knowledge

IRS rules

Educación

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent

Herramientas

GoSystem

UltrasTax

Microsoft Copilot

ChatGPT

Descripción del empleo

About the Role

As a year-long 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.

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.

Pay Range

$15.00 - $80.00/Hr.

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