In-Person Tax Advisor: Client-Focused & Growth

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

Benefits offered by this job

Medical coverage

Prescription drug coverage

401(k) Plan

Employee Assistance Program

Fitness center programs (virtual)

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block in Ohio is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate returns for individuals and businesses, interview clients, and deliver personalized tax-saving recommendations. You will join a collaborative team and work in-person at a local Block Advisors office, with access to leading training and technology.

The role emphasizes client-focused service, IRS support, and ongoing education to build lasting client relationships and tax expertise within a supportive,

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 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
• Must meet continuing education and 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 — then provide clear, personalized recommendations
• Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and 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-facing experience

Communication skills

Interviewing skills

Tax knowledge

Education

High school diploma or GED

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credentials

Tools

GoSystem

UltraTax

Job description

H&R Block in Ohio is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate returns for individuals and businesses, interview clients, and deliver personalized tax-saving recommendations. You will join a collaborative team and work in-person at a local Block Advisors office, with access to leading training and technology.

The role emphasizes client-focused service, IRS support, and ongoing education to build lasting client relationships and tax expertise within a supportive,