In-Person Tax Advisor — Client-Focused with Incentives

H&R Block, Inc.; Hampton (VA); On-site; USD 18,000 - 110,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for complex client scenarios and build lasting relationships. This in-person role emphasizes client interviews, personalized guidance, and proactive tax savings recommendations.

You’ll leverage industry-leading training and technology, participate in an incentive plan, and support clients with tax notices and IRS guidance as needed.

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

5+ years experience

Client-facing

Strong communication

Tax knowledge

IRS guidance experience

Education

High school diploma or GED

Bachelor's degree in related field

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for complex client scenarios and build lasting relationships. This in-person role emphasizes client interviews, personalized guidance, and proactive tax savings recommendations.

You’ll leverage industry-leading training and technology, participate in an incentive plan, and support clients with tax notices and IRS guidance as needed.