In-Person Tax Advisor — Client-Focused Tax Expert

H&R Block, Inc.

Saint Paul (MN)

On-site

USD 22,000 - 110,000

Full time

14 days+
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Benefits offered by this job

Competitive hourly rate
Incentive plan
In-person office

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complete and accurate tax returns for individuals and businesses, conduct in-depth client interviews, and build lasting relationships. The role is in-person at a local Block Advisors office in Saint Paul, MN.

The ideal candidate will have 5+ years in tax-related roles, strong communication skills, and CPA/EA credentials preferred. An emphasis on client-facing advisory work and opportunities for tax savings guidance is

Qualifications

  • Bachelor’s degree in accounting, finance, or a related field
  • CPA or Enrolled Agent (EA) preferred credentials
  • Experience with GoSystem or UltraTax software
  • Experience in a client-facing, advisory role

Responsibilities

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

Skills

Communication skills
Client-facing experience
GoSystem
UltraTax
AI tools familiarity

Education

Bachelor's degree in accounting, finance, or related field
CPA or Enrolled Agent (EA)

Tools

GoSystem
UltraTax
AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complete and accurate tax returns for individuals and businesses, conduct in-depth client interviews, and build lasting relationships. The role is in-person at a local Block Advisors office in Saint Paul, MN.

The ideal candidate will have 5+ years in tax-related roles, strong communication skills, and CPA/EA credentials preferred. An emphasis on client-facing advisory work and opportunities for tax savings guidance is

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