In-Person Tax Advisor — Complex Returns & Client Impact

H&R Block, Inc.; Munster (IN); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block is seeking a Block Advisor Tax Advisor to work in-person at a local Block Advisors office in Indiana. The role focuses on preparing complete and accurate tax returns for individuals and businesses, interviewing clients to understand tax implications, and delivering personalized recommendations while building year-round client relationships.

Ideal candidates have 5+ years in tax or accounting, strong communication skills, and are committed to ongoing IRS/state education requirements.

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

Interviewing clients

IRS notice resolution

Team collaboration

Education

High school diploma

Bachelor's degree in accounting

CPA or EA preferred

Tools

GoSystem

UltraTax

Tax software

Job description

H&R Block is seeking a Block Advisor Tax Advisor to work in-person at a local Block Advisors office in Indiana. The role focuses on preparing complete and accurate tax returns for individuals and businesses, interviewing clients to understand tax implications, and delivering personalized recommendations while building year-round client relationships.

Ideal candidates have 5+ years in tax or accounting, strong communication skills, and are committed to ongoing IRS/state education requirements.