In-Office Tax Advisor — Complex Returns, Client Impact

H&R Block, Inc.; Westerville (OH); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor to guide clients through complex tax and business services, prepare accurate returns, uncover savings opportunities, and build lasting relationships, backed by comprehensive training and a competitive hourly rate with incentive potential.

This in-person role requires interviewing clients, delivering clear explanations of tax concepts, and providing audit guidance while supporting a client-focused office culture and collaborative team

Qualifications

• Complete, accurate tax returns for diverse and complex situations.
• In-depth client interviews to understand financials and tax implications.
• Explain tax concepts in client-friendly language; provide recommendations.
• Provide IRS support, tax notice assistance, and audit guidance.
• Collaborate with team to maintain a positive client-focused office environment.

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 interviews

Communication

Consultative advisory

IRS notices & audits

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance (preferred)

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor to guide clients through complex tax and business services, prepare accurate returns, uncover savings opportunities, and build lasting relationships, backed by comprehensive training and a competitive hourly rate with incentive potential.

This in-person role requires interviewing clients, delivering clear explanations of tax concepts, and providing audit guidance while supporting a client-focused office culture and collaborative team