In-Person Tax Advisor - Build Lasting Client Relationships

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

Job summary

H&R Block, Inc. is hiring a year‑round Block Advisor Tax Advisor to help clients navigate complex tax situations with confidence. You’ll prepare accurate returns, uncover savings opportunities, and build lasting client relationships—backed by training, technology, and a competitive hourly rate with an incentive plan.

This in‑person role is based in a local Block Advisors office in Oregon. You’ll interview clients, handle individual and business returns, provide audit guidance, and collaborate

Qualifications

• 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.

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

Complex returns

Client-facing advisory

Audit support

Education

High school diploma or GED

Bachelor’s degree in accounting/finance (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is hiring a year‑round Block Advisor Tax Advisor to help clients navigate complex tax situations with confidence. You’ll prepare accurate returns, uncover savings opportunities, and build lasting client relationships—backed by training, technology, and a competitive hourly rate with an incentive plan.

This in‑person role is based in a local Block Advisors office in Oregon. You’ll interview clients, handle individual and business returns, provide audit guidance, and collaborate