Block Advisors Tax Advisor

H&R Block, Inc.

Milpitas (CA)

On-site

USD 38,000 - 166,000

Full time

14 days+

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Benefits offered by this job

Medical coverage

401(k) plan

Employee assistance program

Fitness center programs

Associate discount program

Travel insurance

Tax prep benefit

Job summary

H&R Block, Inc. is hiring a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business scenarios with confidence. You will prepare accurate returns, uncover savings, and build lasting client relationships using our training and technology.

This is an in-person role at a local Block Advisors office in California. You'll conduct client interviews, deliver personalized recommendations, provide IRS support and audit guidance, and collaborate with a team to maintain a

Qualifications

Must pass H&R Block Tax Knowledge Assessment.
5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
Experience with complex individual and business returns, including tax planning, audit support, and tax notices.
Experience in a client-facing, consultative, or advisory role.
Strong verbal and written communication skills; able to explain tax concepts clearly.
Must complete continuing education and meet IRS/state requirements.
High school diploma or GED (or equivalent).

Responsibilities

Prepare complete, accurate tax returns for clients with diverse and complex tax situations (individuals and businesses).
Conduct in-depth client interviews to understand financial situations and tax implications, then provide personalized recommendations.
Build year-round client relationships by delivering consultative service and identifying tax savings opportunities and Block Advisors products.
Provide IRS support, tax notice assistance, and audit guidance as needed.
Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Client communication

Tax knowledge

IRS/state requirements

Consultative advisory

Communication skills

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem software

Ultratax software

AI tools (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.

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.