In-Person Tax Advisor — Complex Returns & Client Advisory

H&R Block, Inc.; Sylvania (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complete tax returns and deliver consultative client service in a local Block Advisors office.

You will conduct client interviews, identify tax savings opportunities, and provide guidance on Block Advisors products and services. The role emphasizes building lasting client relationships, leveraging training and technology, with an incentive plan tied to impact and performance.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.

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

Communication skills

Education

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complete tax returns and deliver consultative client service in a local Block Advisors office.

You will conduct client interviews, identify tax savings opportunities, and provide guidance on Block Advisors products and services. The role emphasizes building lasting client relationships, leveraging training and technology, with an incentive plan tied to impact and performance.