In-Office Tax Advisor & Client Savings Expert

H&R Block; Lacey (WA); On-site; USD 24,000 - 110,000; Full time

Benefits offered by this job

Medical and prescription coverage

401(k) plan

Employee Assistance Program

Fitness center programs

Associate discount program

Travel Insurance

Associate Tax Prep benefit

Job summary

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individual and business returns. You will conduct in-depth client interviews and provide clear, personalized recommendations to maximize savings and ensure compliance.

This in-person role emphasizes building trusted client relationships, offering tax planning guidance, and collaborating with team members in a busy office environment while leveraging

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 knowledge assessment

5+ years experience

Complex returns

Client-facing / consultative

Clear communication

Continuing education

High school diploma

Education

Bachelor's degree in accounting or finance

CPA or Enrolled Agent (EA)

High school diploma or GED

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individual and business returns. You will conduct in-depth client interviews and provide clear, personalized recommendations to maximize savings and ensure compliance.

This in-person role emphasizes building trusted client relationships, offering tax planning guidance, and collaborating with team members in a busy office environment while leveraging