In-Office Tax Advisor — Year-Round Client Guidance

H&R Block; Gainesville (FL); On-site; USD 42,000 - 54,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor to prepare accurate tax returns for individuals and businesses, conduct client interviews, and deliver personalized advice. The role emphasizes building durable client relationships and identifying tax savings opportunities using Block Advisors products and services.

This is an in-person, local Block Advisors office position, with industry-leading training, technology, and an incentive plan that rewards impact as you develop tax expertise and serve

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.

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

Client communication

Advisory experience

IRS knowledge

Education

High school diploma

Bachelor's degree (preferred)

Tools

GoSystem

UltrasTax

Job description

H&R Block is seeking a year-round Block Advisor to prepare accurate tax returns for individuals and businesses, conduct client interviews, and deliver personalized advice. The role emphasizes building durable client relationships and identifying tax savings opportunities using Block Advisors products and services.

This is an in-person, local Block Advisors office position, with industry-leading training, technology, and an incentive plan that rewards impact as you develop tax expertise and serve