In-Person Tax Advisor & Client Savings Specialist

H&R Block; Kirkwood (MO); On-site; USD 55,000 - 90,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses. You will interview clients to understand finances and provide personalized recommendations.

This in-person role offers industry-leading training and technology, an hourly rate with incentive plan, and opportunities to build lasting client relationships while delivering tax savings opportunities.

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

Communication

Client-facing

Consultative advisory

Tax concepts explained

Team collaboration

Education

High school diploma / GED

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

IRS Circular 230 credentials

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses. You will interview clients to understand finances and provide personalized recommendations.

This in-person role offers industry-leading training and technology, an hourly rate with incentive plan, and opportunities to build lasting client relationships while delivering tax savings opportunities.