In-Person Tax Advisor - Build Trusted Client Relationships

H&R Block; Pompano Beach (FL); On-site; USD 28,000 - 62,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare complete tax returns for individuals and businesses, conduct client interviews, and provide personalized recommendations. This in-person role emphasizes building trusted relationships and identifying tax savings opportunities while supported by industry-leading training and technology.

This role is in-person at a local Block Advisors office.

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 and business returns, including tax planning, audit support, and tax notice resolution.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills and ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/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 and provide clear recommendations.
• Build year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and Block Advisors products.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Tax preparation

Client interviews

IRS guidance

Communication

Team collaboration

Education

High School diploma / GED / equivalent

Bachelor’s degree in accounting or related field

Tools

GoSystem

Ultratax

AI-powered tools (e.g., Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare complete tax returns for individuals and businesses, conduct client interviews, and provide personalized recommendations. This in-person role emphasizes building trusted relationships and identifying tax savings opportunities while supported by industry-leading training and technology.

This role is in-person at a local Block Advisors office.