In-Person Tax Advisor: Complex Returns & Client Guidance

H&R Block; Glen Ellyn (IL); On-site; USD 21,000 - 110,000; Full time

Benefits offered by this job

Medical coverage

401(k) plan

Employee Assistance Program

Fitness center programs

Associate discount program

Travel Insurance

Tax Prep benefit

Job summary

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate tax returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations. You will build lasting client relationships, offer tax savings opportunities, and support clients with IRS notices and audits.

This in-person role emphasizes training, technology, and a competitive hourly rate.

Qualifications

• Completition of the H&R Block Tax Knowledge Assessment or equivalent
• 5+ years of tax preparation, accounting, finance, or bookkeeping experience
• Experience preparing complex individual and business returns including tax planning, audits, and notices
• 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 equivalent required

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Deliver IRS support, notices, and audit guidance as needed
• Collaborate with team members to maintain a positive, client-focused office environment

Skills

Tax preparation experience

Client-facing/advisory experience

Tax planning & audit support

Clear communication skills

Continued education compliance

High school diploma or equivalent

Experience with complex individual &/−

Education

Tax Knowledge Assessment (H&R Block)

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance (preferred)

CPA or Enrolled Agent (EA) or IRS Circular 230 credentials (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate tax returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations. You will build lasting client relationships, offer tax savings opportunities, and support clients with IRS notices and audits.

This in-person role emphasizes training, technology, and a competitive hourly rate.