In-Person Tax Advisor - Build Trusted Client Relationships

H&R Block, Inc.; Mount Pleasant (SC); On-site; USD 48,000 - 56,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses. You will interview clients to understand financial changes and provide clear recommendations, building lasting relationships with a focus on tax savings and service excellence.

This in-person role at a local Block Advisors office emphasizes client-centric care, ongoing education, and collaboration within a supportive team to deliver trusted tax guidance.

Qualifications

• 5+ years in tax preparation, accounting, finance, or bookkeeping.
• Experience with complex individual and business returns, including planning and audit support.
• Client-facing, consultative or advisory experience.
• Must meet IRS and state continuing education requirements; high school diploma or GED.

Responsibilities

• Prepare complete, accurate tax returns for clients with complex situations.
• Conduct in-depth client interviews to assess financials and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, notices handling, and audit guidance as needed.
• Collaborate with team to maintain a client-focused office environment.

Skills

Client communication

IRS knowledge

Audit support

Attention to detail

Continued education

Education

High school diploma

Bachelor’s degree

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses. You will interview clients to understand financial changes and provide clear recommendations, building lasting relationships with a focus on tax savings and service excellence.

This in-person role at a local Block Advisors office emphasizes client-centric care, ongoing education, and collaboration within a supportive team to deliver trusted tax guidance.