In-Person Tax Advisor — Complex Returns & Client Advisory

H&R Block, Inc.; Vancouver (WA); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare returns for diverse clients, uncover savings opportunities, and build lasting relationships. This in-person role at a local Block Advisors office emphasizes client-focused service and ongoing training.

Responsibilities include interviewing clients, providing personalized tax guidance, and supporting IRS notices or audits as needed. A strong communicator with experience in tax and accounting is essential for success in this

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• 5+ years of experience in tax-related roles.
• Experience preparing complex individual and business returns.
• Experience in a client-facing advisory capacity.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Identify tax savings opportunities and advise on Block Advisors products and services.
• Provide IRS support, tax notice assistance, and audit guidance.
• Collaborate with team and contribute to a client-focused office environment.

Skills

Tax preparation

Client-facing

Communication

Audit support

Education

High school diploma / GED

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare returns for diverse clients, uncover savings opportunities, and build lasting relationships. This in-person role at a local Block Advisors office emphasizes client-focused service and ongoing training.

Responsibilities include interviewing clients, providing personalized tax guidance, and supporting IRS notices or audits as needed. A strong communicator with experience in tax and accounting is essential for success in this