In-Person Tax Advisor: Client-Focused, Growth-Driven

H&R Block, Inc.; Tulsa (OK); On-site; USD 42,000 - 64,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare returns, advise clients, and build lasting relationships in-person at a local Block Advisors office. You’ll use training and technology to uncover savings opportunities and deliver clear guidance.

The role emphasizes client interviews, complex returns, IRS support, and collaboration with a team to create a positive, client-focused environment. A relevant background and ongoing CE requirements are expected.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.

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 communication

Interviews & analysis

Relationship building

IRS guidance

Education

Bachelor's degree in accounting/finance

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare returns, advise clients, and build lasting relationships in-person at a local Block Advisors office. You’ll use training and technology to uncover savings opportunities and deliver clear guidance.

The role emphasizes client interviews, complex returns, IRS support, and collaboration with a team to create a positive, client-focused environment. A relevant background and ongoing CE requirements are expected.