In-Office Tax Advisor: Complex Returns & Client Advisory

H&R Block, Inc.; Sparta Township (NJ); On-site; USD 22,000 - 110,000; Full time

Benefits offered by this job

Incentive plan

Industry-leading training

Competitive pay

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare tax returns and advise clients in person at a local Block Advisors office. You will interview clients, identify tax savings, and support audits while building lasting relationships across the tax season.

The role emphasizes high-quality service, training, and a competitive hourly rate with an incentive plan based on impact and client outcomes.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns.
• Experience in client-facing, advisory roles.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED is required.

Responsibilities

• Prepare complete, accurate tax returns for clients.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Build year-round client relationships and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance.
• Collaborate with team to maintain a positive client-focused office environment.

Skills

Tax knowledge

Client interviewing

Communication skills

IRS requirements

Education

High school diploma or GED

Accounting/Finance-related degree

Tools

GoSystem

Ultratax

AI-assisted tools

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare tax returns and advise clients in person at a local Block Advisors office. You will interview clients, identify tax savings, and support audits while building lasting relationships across the tax season.

The role emphasizes high-quality service, training, and a competitive hourly rate with an incentive plan based on impact and client outcomes.