In-Person Tax Advisor — Client-Focused & Impactful

H&R Block; Plantation (FL); On-site; USD 34,000 - 48,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Job summary

H&R Block is seeking a Tax Advisor (Block Advisor) to prepare complete tax returns for individual and business clients in person at a local Block Advisors office in Florida. You will interview clients to understand financial changes and offer personalized recommendations, aiming to build year-round relationships and identify tax savings opportunities with our products and services.

With industry-leading training and technology, you’ll deliver empathetic, consultative service and work with a

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 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

Strong verbal & written communication

Tax preparation experience

Client-facing / advisory experience

Audit support experience

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

High school diploma / GED

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Tax Advisor (Block Advisor) to prepare complete tax returns for individual and business clients in person at a local Block Advisors office in Florida. You will interview clients to understand financial changes and offer personalized recommendations, aiming to build year-round relationships and identify tax savings opportunities with our products and services.

With industry-leading training and technology, you’ll deliver empathetic, consultative service and work with a