In-Person Tax Advisor: Complex Returns & Client Advisory

H&R Block

Stockton (CA)

On-site

USD 48,425,000 - 229,233,000

Full time

8 days ago

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Job summary

H&R Block seeks a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships using leading training and technology.

This role is in-person at a local Block Advisors office. Responsibilities include preparing tax returns for individuals and businesses, interviewing clients, providing guidance, and offering tax savings opportunities and

Qualifications

5+ years of experience in tax preparation, accounting, finance, or bookkeeping
Experience preparing complex individual and business returns
Experience in a client-facing, consultative, or advisory role
Strong verbal and written communication, with 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 situations
Conduct in-depth client interviews to understand financials and tax implications
Provide clear, personalized recommendations and tax savings opportunities
Provide IRS support, tax notice assistance, and audit guidance
Collaborate with team and contribute to a positive office environment