Block Advisors Tax Advisor

H&R Block, Inc.; Des Moines (IA); On-site; USD 52,000 - 78,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complete tax returns for individuals and businesses, interview clients, and provide consultative advice. The role emphasizes building lasting client relationships and identifying tax savings opportunities, all supported by comprehensive training and technology.

The position is in-person at a local Block Advisors office in Des Moines, IA, with an incentive plan tied to impact and tax expertise development.

Qualifications

• 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
• Bachelor’s degree in accounting, finance, or related field (preferred)
• CPA or Enrolled Agent (EA) or other IRS Circular 230 credentials (preferred)
• Familiarity with GoSystem or Ultratax software (preferred)
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT) (preferred)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services) (preferred)

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications
• Provide clear, personalized recommendations to clients
• Build year-round client relationships with empathetic, consultative service
• Identify tax savings opportunities and Block Advisors products and services
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team members and contribute to a positive, client-focused office environment

Skills

Tax return preparation

Client interviewing

Communication skills

IRS/state requirements

Consultative advisory experience

Education

Bachelor's degree in accounting/finance

CPA or EA credential

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

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.

Martinez-15802-DES MOINES IA