In-Person Tax Advisor — Complex Returns & Client Trust

H&R Block; Fredericksburg (VA); On-site; USD 23,000 - 40,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

401(k) plan

Job summary

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for individuals and businesses. You will interview clients, provide personalized recommendations, and build long-term relationships while delivering tax savings opportunities and using Block Advisors products.

Join a team that values client-focused service and continuous learning, with a competitive hourly rate and incentive plan. This role is in-person at a local Block Advisors office.

Qualifications

• 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 explaining tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/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 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 interviewing

IRS guidance

Communication skills

Education

High school diploma or GED

Bachelor's degree in accounting/finance (preferred)

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for individuals and businesses. You will interview clients, provide personalized recommendations, and build long-term relationships while delivering tax savings opportunities and using Block Advisors products.

Join a team that values client-focused service and continuous learning, with a competitive hourly rate and incentive plan. This role is in-person at a local Block Advisors office.