In-Person Tax Advisor: Complex Returns & Client Advisory

H&R Block, Inc.; Parker (CO); On-site; USD 21,000 - 110,000; Full time

Benefits offered by this job

Medical & prescription coverage

401(k) plan

Employee Assistance Program

Fitness center programs (virtual)

Associate discount program

Travel Insurance

Associate Tax Prep benefit

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses and to interview clients to tailor tax guidance. You will build lasting client relationships, offering relevant Block Advisors products and services in a local office setting.

This role emphasizes tax planning, audit support, and clear client communication. Expect ongoing education, collaboration with colleagues, and a focus on delivering confident, compliant outcomes for

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

Tax preparation

Client interviewing

Communication

Consultative service

IRS requirements knowledge

Tax planning

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credentials

Tools

GoSystem Ultratax

AI tools Copilot ChatGPT

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses and to interview clients to tailor tax guidance. You will build lasting client relationships, offering relevant Block Advisors products and services in a local office setting.

This role emphasizes tax planning, audit support, and clear client communication. Expect ongoing education, collaboration with colleagues, and a focus on delivering confident, compliant outcomes for