In-Person Tax Advisor: Complex Returns & Client Care

H&R Block, Inc.; San Carlos (CA); On-site; USD 25,000 - 110,000; Full time

Job summary

H&R Block, Inc. is hiring a year-round Block Advisor Tax Advisor to prepare complete tax returns for individuals and businesses, interview clients to assess financial situations, and offer personalized tax guidance in a supportive, in-person office setting.

The role emphasizes building year-round client relationships, identifying savings opportunities, and leveraging Block Advisors tools and training to deliver trusted service.

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 communication

IRS knowledge

Consultative service

Team collaboration

Education

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA)

High school diploma / GED

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is hiring a year-round Block Advisor Tax Advisor to prepare complete tax returns for individuals and businesses, interview clients to assess financial situations, and offer personalized tax guidance in a supportive, in-person office setting.

The role emphasizes building year-round client relationships, identifying savings opportunities, and leveraging Block Advisors tools and training to deliver trusted service.