In-Person Tax Advisor: Complex Returns & Client Advisory

H&R Block, Inc.; Naples (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business scenarios with confidence. This in-person role at a local Block Advisors office focuses on preparing returns, offering personalized recommendations, and building lasting client relationships.

You will leverage industry-leading training and technology, deliver IRS support and audit guidance when needed, and collaborate with teammates to maintain a client-focused office environment.

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.

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 interviews

Communication skills

Consultative advisory role

Tax knowledge

IRS/state requirements compliance

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

CPA or Enrolled Agent (EA) or other IRS credentials

Tools

GoSystem/Ultratax

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business scenarios with confidence. This in-person role at a local Block Advisors office focuses on preparing returns, offering personalized recommendations, and building lasting client relationships.

You will leverage industry-leading training and technology, deliver IRS support and audit guidance when needed, and collaborate with teammates to maintain a client-focused office environment.