In-Person Tax Advisor: Build Client Savings

H&R Block, Inc.; Raleigh (NC); On-site; USD 34,000 - 55,000; Full time

Benefits offered by this job

Incentive plan

Competitive hourly pay

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor in Raleigh, NC, to prepare accurate returns and help clients navigate complex tax situations with the support of training and technology. You will interview clients, identify tax savings, offer Block Advisors products, provide IRS support when needed, and collaborate with a team in a local office to deliver a trusted, year-round service.

This in-person role emphasizes client relationships, continuous learning, and a path to deepen tax

Qualifications

• Successful completion of the HR 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

Client-facing experience

Strong communication

Tax knowledge

Education

High school diploma or GED

Bachelor's degree in accounting/finance

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor in Raleigh, NC, to prepare accurate returns and help clients navigate complex tax situations with the support of training and technology. You will interview clients, identify tax savings, offer Block Advisors products, provide IRS support when needed, and collaborate with a team in a local office to deliver a trusted, year-round service.

This in-person role emphasizes client relationships, continuous learning, and a path to deepen tax