Block Advisors Tax Advisor

H&R Block, Inc.; Winter Park (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Incentive plan

Competitive hourly rate

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor to work in a local Orlando, FL office.

You will prepare complete, accurate tax returns for individuals and businesses, interview clients to understand their financial situations, and offer personalized recommendations that help clients save money. In this in-person role you will build lasting client relationships, provide support and audit relief when needed, and leverage industry-leading training and technology with a competitive hourly rate

Qualifications

• Completion of H&R Block Tax Knowledge Assessment
• 5+ years of tax preparation/accounting experience
• Experience with complex individual and business returns
• Experience in client-facing advisory roles
• Ability to explain tax concepts clearly to clients
• Continuing education required by IRS/state requirements
• High school diploma or equivalent

Responsibilities

• Prepare complete tax returns for individuals and businesses
• Interview clients to understand financial situations and tax implications
• Provide personalized recommendations and tax savings opportunities
• Offer IRS support and audit guidance when needed
• Collaborate with team and contribute to a client-focused office environment

Skills

Client interviewing

Tax knowledge

Communication

IRS/State requirements

Education

High school diploma / GED

Bachelor’s degree in accounting/related field

CPA or EA preferred

Tools

GoSystem / UltraTax

AI tools familiarity

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.

Sibley-8419-ORLANDO FL