In-Person Tax Advisor: Complex Returns & Client Advisory

H&R Block, Inc.; San Mateo (CA); On-site; USD 26,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complex individual and business returns in-person at a local Block Advisors office.

You will interview clients, provide personalized tax planning and recommendations, and help identify savings opportunities while delivering empathetic, consultative service. The role emphasizes IRS support, audit guidance, and collaboration within a client-focused team, with a focus on building lasting client relationships and ongoing

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping
• Experience preparing complex individual and business returns, including tax planning, audit support, and tax notice resolution
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication; ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED or equivalent

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide personalized recommendations and tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team and maintain a client-focused office environment

Skills

Client-facing experience

Strong communication

Tax knowledge

Advisory experience

Education

Bachelor's degree in accounting/finance

High school diploma or GED

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complex individual and business returns in-person at a local Block Advisors office.

You will interview clients, provide personalized tax planning and recommendations, and help identify savings opportunities while delivering empathetic, consultative service. The role emphasizes IRS support, audit guidance, and collaboration within a client-focused team, with a focus on building lasting client relationships and ongoing