In-Office Tax Advisor — Client-Centric & Impactful

H&R Block; Broomfield (CO); On-site; USD 21,000 - 110,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Comprehensive benefits

401(k) Plan

Employee Assistance Program

Fitness center programs

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block seeks a year-round Block Advisor (Tax Advisor) to prepare complete returns for individuals and businesses, interview clients, and deliver personalized tax strategies. You will build ongoing relationships, offer tax savings opportunities, and support clients with IRS notices.

This in-person role emphasizes training, technology, and a competitive hourly rate with incentive pay. Qualified candidates bring 5+ years in tax, strong communication, and experience in advisory settings, plus

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

Responsibilities

• 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

Skills

5+ years of tax experience

Client-facing/advisory

Strong verbal and written comms

IRS/state requirements knowledge

Clear tax concepts explanation

Education

Bachelor's degree in accounting/finance

CPA or EA or IRS Circular 230 credentials

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block seeks a year-round Block Advisor (Tax Advisor) to prepare complete returns for individuals and businesses, interview clients, and deliver personalized tax strategies. You will build ongoing relationships, offer tax savings opportunities, and support clients with IRS notices.

This in-person role emphasizes training, technology, and a competitive hourly rate with incentive pay. Qualified candidates bring 5+ years in tax, strong communication, and experience in advisory settings, plus