In-Person Tax Advisor: Client-Focused & Year-Round

H&R Block, Inc.; Columbus (IN); On-site; USD 30,000 - 55,000; Full time

Benefits offered by this job

Incentive plan

In-office role

Comprehensive training

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business services.

You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships using top-tier training and technology in a local Block Advisors office. Responsibilities include interviewing clients, handling individual and business tax scenarios, and providing personalized recommendations.

Qualifications

• 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

Audit support

Education

High school diploma or GED

Bachelor’s degree in accounting or related field

Tools

GoSystem

Ultratax

IRS Circular 230 knowledge

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business services.

You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships using top-tier training and technology in a local Block Advisors office. Responsibilities include interviewing clients, handling individual and business tax scenarios, and providing personalized recommendations.