In-Person Tax Advisor - Client-Focused Growth

H&R Block; Surprise (AZ); On-site; USD 34,000 - 55,000; Full time

Job summary

H&R Block is hiring a Block Advisor to prepare accurate tax returns for individuals and businesses. You will interview clients to assess financial situations and provide personalized recommendations, building lasting relationships and researching tax-savings opportunities.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan based on impact as you build tax expertise serving clients.

Qualifications

• High school diploma or GED required.
• Bachelor’s degree preferred.
• CPA or EA credentials valuable.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews to understand financials and tax implications.
• Build year-round client relationships and identify tax savings opportunities and Block Advisors products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive client-focused office environment.

Skills

Tax knowledge

IRS regulations

Client communication

Audit support

Education

High school diploma

Bachelor's degree

CPA/EA credential

Tools

GoSystem

Ultratax

AI tools

Job description

H&R Block is hiring a Block Advisor to prepare accurate tax returns for individuals and businesses. You will interview clients to assess financial situations and provide personalized recommendations, building lasting relationships and researching tax-savings opportunities.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan based on impact as you build tax expertise serving clients.