Block Advisors Tax Advisor

H&R Block; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor to prepare complete tax returns for individuals and businesses, interview clients to understand finances, and identify tax savings opportunities.

This in-person role offers training, industry-leading technology, and an incentive plan rewarding impact as you build tax expertise and serve clients in a supportive, client-focused office.

Qualifications

• High school diploma or GED or equivalent required.
• Minimum 5+ years in tax preparation, accounting, finance, or bookkeeping.
• Experience with complex individual and business tax returns and audits.
• Client-facing, consultative or advisory experience.
• Strong communication skills and ability to explain tax concepts clearly.
• Must pursue continuing education and meet IRS/state requirements.
• CPA/EA or equivalent credentials are preferred.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand finances and life changes.
• Provide clear, personalized tax recommendations and savings opportunities
• Offer IRS support, notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office.

Skills

Tax preparation

Client advisory

IRS notice resolution

Communication

Interviewing clients

Continuing education compliance

Education

High school diploma / GED / equivalent

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

CPA or Enrolled Agent (EA), or IRS Circular 230 credentials

Tools

GoSystem

Ultratax

AI tools (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.

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