Block Advisors Tax Advisor

H&R Block; Palo Alto (CA); On-site; USD 25,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) Plan

Employee Assistance Program

Fitness center programs

Associate discount program

Business Travel Insurance

Tax Prep benefit

Job summary

H&R Block is seeking a year-round Block Advisor to help clients with complex tax needs, including individual and business returns. You will conduct in-depth interviews, translate life changes into tax implications, and provide clear, personalized recommendations to save money.

This in-person role offers industry-leading training, a supportive team, and opportunities to expand expertise through IRS guidance, audit support, and access to Block Advisors products and services.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual returns and business returns, including tax planning and audit support.
• Experience in a client-facing, consultative or advisory role.
• Strong verbal and written communication; ability to explain tax concepts simply.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations (individual and business).
• Conduct in-depth client interviews to understand financials and tax implications; provide personalized recommendations.
• Build year-round client relationships; identify 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.

Skills

Tax knowledge

Client interviewing

Communication

IRS guidance

Team collaboration

Education

High school diploma / GED / equivalent

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

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI-powered tools (Microsoft 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.

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

$18.70 - $80.00/Hr.

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