In-Office Tax Advisor: Complex Returns & Client Advisory

H&R Block, Inc.; Abilene (TX); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor who helps clients navigate complex tax situations, prepares accurate returns, and uncovers savings opportunities.

This in-person role at a local Block Advisors office focuses on building lasting client relationships with empathetic, consultative service. You will conduct in-depth client interviews to understand financial situations and tax implications, provide clear recommendations, and support clients with tax notices and

Formación

• Completion of the H&R Block Tax Knowledge Assessment
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping
• Experience with complex individual and business returns, including tax planning, audit support, and tax notice resolution
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED or equivalent

Responsabilidades

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications, then provide clear recommendations
• Build year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members and contribute to a positive, client-focused office environment

Conocimientos

Client communication

Tax knowledge

IRS procedures

Audit support

Educación

Bachelor's degree in accounting/finance

High school diploma or GED

Herramientas

GoSystem

UltraTax

Microsoft Copilot

ChatGPT

Descripción del empleo

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor who helps clients navigate complex tax situations, prepares accurate returns, and uncovers savings opportunities.

This in-person role at a local Block Advisors office focuses on building lasting client relationships with empathetic, consultative service. You will conduct in-depth client interviews to understand financial situations and tax implications, provide clear recommendations, and support clients with tax notices and