Block Advisors Tax Advisor

H&R Block, Inc.; Westlake Village (CA); On-site; USD 23,000 - 110,000; Full time

Benefits offered by this job

Medical coverage

401(k) plan

Associate discount program

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complete tax returns and advise clients on tax savings opportunities in a local office. You will interview clients to understand financial situations, provide personalized recommendations, and build year-round relationships.

Employment is in-person, with training and incentive plans to reward impact. The role requires extensive tax experience, strong communication, and adherence to IRS/state requirements.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• 5+ years of experience in tax preparation or related fields.
• Experience handling complex individual and business returns.
• Experience in client-facing advisory roles.
• Strong ability to explain tax concepts clearly to clients.
• Must meet continuing education and IRS/state requirements.
• High school diploma or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for diverse clients.
• Conduct in-depth client interviews to assess financial situations.
• Deliver consultative service and identify tax savings opportunities.
• Provide IRS support, notice assistance, and audit guidance as needed.
• Collaborate with team and contribute to a positive office environment.

Skills

Tax preparation

Client interviews

Audit support

Communication

Education

High school diploma

Bachelor's degree

CPA or EA (preferred)

Tools

GoSystem

UltraTax

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.

• 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

$16.90 - $80.00/Hr.

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