In-Office Tax Advisor for Complex Returns

H&R Block, Inc.; Arlington (VA); On-site; USD 22,000 - 40,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

In-person work environment

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor in Arlington, VA, to prepare accurate returns and deliver client-focused tax guidance at a local office.

You will interview clients, identify tax savings opportunities, and provide support and audit guidance as needed, working in a collaborative, in-person environment with competitive pay and incentives based on impact. Strong communication and IRS/state requirements knowledge are essential, with 5+ years in tax preparation or

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-facing advisory

Communication skills

IRS/state requirements

Education/licensing readiness

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor in Arlington, VA, to prepare accurate returns and deliver client-focused tax guidance at a local office.

You will interview clients, identify tax savings opportunities, and provide support and audit guidance as needed, working in a collaborative, in-person environment with competitive pay and incentives based on impact. Strong communication and IRS/state requirements knowledge are essential, with 5+ years in tax preparation or