Block Advisors Tax Advisor

H&R Block; San Carlos (CA); On-site; USD 24,000 - 110,000; Full time

Benefits offered by this job

Incentive plan

Competitive hourly rate

Industry-leading training

Job summary

H&R Block is seeking a year-round Block Advisor to prepare complex tax returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized tax guidance. You will build year-round client relationships, identify savings opportunities, and promote Block services.

The role includes IRS support and audit guidance within a collaborative office. Candidates should have 5+ years of tax-related experience, strong communication skills, and must meet IRS/state CE

Qualifications

• Complete H&R Block Tax Knowledge Assessment 1.
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience with complex individual and business returns including planning, audits, and notices.
• Proven client-facing advisory experience.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must meet IRS/state continuing education requirements.
• High school diploma or equivalent.

Responsibilities

• Prepare accurate tax returns for individuals and businesses.
• Conduct client interviews to assess financial situations and implications.
• Identify tax savings and promote Block products and services.
• Provide IRS support, notice resolution, and audit guidance.
• Collaborate with team to maintain a client-focused office environment.

Skills

Tax knowledge

Client communication

IRS/state requirements

Audit support

AI tools familiarity

Education

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA) credential

High school diploma

Tools

GoSystem

Ultratax

Job description

About The Role

As a year-round Block Advisor

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 Assessment 1
• 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

$17.75 - $80.00/Hr.