In-Office Tax Advisor — Client-Focused & Impactful

H&R Block; Redwood City (CA); On-site; USD 21,000 - 30,000; Full time

Job summary

H&R Block in Redwood City, CA is seeking a year-round Block Advisor to prepare complete and accurate returns for individuals and businesses. You’ll interview clients, identify tax savings opportunities, and deliver personalized recommendations using Block’s training and technology.

This in-person role offers an hourly pay rate with an incentive plan, opportunities for growth, and a collaborative office team focused on client service and community support.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• 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

Tax preparation

Client communication

Audit support

Tax concepts explanation

IRS/state requirements

Education

High school diploma or equivalent

Bachelor's degree in accounting/finance (preferred)

Tools

GoSystem

UltraTax

Microsoft Copilot

ChatGPT

Job description

H&R Block in Redwood City, CA is seeking a year-round Block Advisor to prepare complete and accurate returns for individuals and businesses. You’ll interview clients, identify tax savings opportunities, and deliver personalized recommendations using Block’s training and technology.

This in-person role offers an hourly pay rate with an incentive plan, opportunities for growth, and a collaborative office team focused on client service and community support.