In-Person Tax Advisor — Client Focus & Growth Rewards

H&R Block, Inc.; Glen Ellyn (IL); On-site; USD 21,000 - 110,000; Full time

Benefits offered by this job

Incentive plan

Competitive hourly rate

Job summary

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to help clients navigate complex tax and business situations. You’ll prepare returns, uncover savings, and build lasting client relationships—backed by training, technology, a competitive hourly rate, and an incentive plan as you grow your tax expertise and serve clients.

This role is in-person at a local Block Advisors office. As part of a collaborative team, you’ll interview clients, handle diverse tax situations for individuals and

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual returns and business returns, including tax planning and audit support.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; ability to explain tax concepts clearly to clients.
• Must complete continuing education and meet IRS and 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

Client communication

Tax knowledge

Tax preparation

Consultative/advisory experience

Education/compliance awareness

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA) or IRS credentials

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to help clients navigate complex tax and business situations. You’ll prepare returns, uncover savings, and build lasting client relationships—backed by training, technology, a competitive hourly rate, and an incentive plan as you grow your tax expertise and serve clients.

This role is in-person at a local Block Advisors office. As part of a collaborative team, you’ll interview clients, handle diverse tax situations for individuals and