In-Person Tax Advisor & Client Strategy Lead

H&R Block; Seattle (WA); On-site; USD 29,000 - 110,000; Full time

Benefits offered by this job

Medical & prescription coverage

401(k) Plan

Employee Assistance Program

Virtual fitness center programs

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block in Seattle seeks a year-round Block Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individual and business returns. You will conduct in-depth client interviews to understand finances and tax implications, then provide clear, personalized recommendations.

Build lasting client relationships with empathetic, consultative service and tax-saving opportunities.

Qualifications

• Successfully completed 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
• 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

Client-facing

Tax knowledge

Communication skills

Continuing education

IRS/state requirements

Education

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA)

High school diploma or GED

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block in Seattle seeks a year-round Block Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individual and business returns. You will conduct in-depth client interviews to understand finances and tax implications, then provide clear, personalized recommendations.

Build lasting client relationships with empathetic, consultative service and tax-saving opportunities.