In-Person Tax Advisor: Build Trusted Client Savings

H&R Block, Inc.; San Antonio (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor to prepare accurate tax returns for diverse clients, deliver personalized recommendations, and build lasting client relationships using industry-leading training and technology.

This in-person position at a local Block Advisors office emphasizes in-depth client interviews, tax planning, and access to audit support and savings opportunities. You will collaborate with teammates in a supportive, client-focused office environment.

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
• 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

Tax preparation

Accounting

Finance

Bookkeeping

Client communication

IRS knowledge

Education

High school diploma / GED

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a year-round Block Advisor to prepare accurate tax returns for diverse clients, deliver personalized recommendations, and build lasting client relationships using industry-leading training and technology.

This in-person position at a local Block Advisors office emphasizes in-depth client interviews, tax planning, and access to audit support and savings opportunities. You will collaborate with teammates in a supportive, client-focused office environment.