In-Person Tax Advisor | Client Advisory & Savings

H&R Block; Everett (WA); On-site; USD 29,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Training provided

In-office role

Job summary

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for clients with diverse situations, including individuals and businesses. You will conduct client interviews to understand finances and tax implications, then provide clear recommendations and opportunities for savings.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards your impact as you build tax expertise and serve clients in a local Block

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 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 knowledge

Client-facing

Communication skills

IRS guidance

Advisory experience

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for clients with diverse situations, including individuals and businesses. You will conduct client interviews to understand finances and tax implications, then provide clear recommendations and opportunities for savings.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards your impact as you build tax expertise and serve clients in a local Block