In-Person Tax Advisor — Client-Focused Guidance

H&R Block, Inc.; New York (NY); On-site; USD 66,000 - 110,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business scenarios. You will prepare accurate returns, interview clients, and offer clear recommendations, backed by leading training and competitive hourly pay with incentive plans, in person at a local Block Advisors office.

You will build lasting client relationships, identify tax savings opportunities, provide IRS support, and collaborate with a team to maintain a client-focused office

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 returns and business returns, including tax planning, audit support, and tax notice resolution
• Experience working 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 interviewing

Communication skills

Team collaboration

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance/related field

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

Tools

GoSystem or Ultratax

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business scenarios. You will prepare accurate returns, interview clients, and offer clear recommendations, backed by leading training and competitive hourly pay with incentive plans, in person at a local Block Advisors office.

You will build lasting client relationships, identify tax savings opportunities, provide IRS support, and collaborate with a team to maintain a client-focused office