In-Person Tax Advisor — Complex Returns & Savings

H&R Block, Inc.

Beaumont (TX)

On-site

USD 39,000 - 55,000

Full time

14 days+
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Job summary

H&R Block, Inc. seeks a year-round Block Advisor Tax Advisor to prepare accurate tax returns and guide clients through complex tax scenarios. You will interview clients, identify savings opportunities, and offer Block Advisors products and services in a collaborative local office.

The role emphasizes client-centered advisory work, continued education, and contributing to a supportive team culture. This in-person position offers training, competitive pay, and opportunities to advance in tax

Qualifications

  • 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
  • Experience preparing complex individual and business returns, including tax planning, audit support, and notice resolution.
  • Experience in a client-facing, consultative, or advisory role.
  • Strong verbal and written communication skills.
  • Must complete continuing education and meet IRS/state requirements.
  • High school diploma / GED or equivalent.

Responsibilities

  • Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
  • Conduct in-depth client interviews to understand financial situations, life changes, and tax implications.
  • Build year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and Block Advisors products.
  • 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

Client-facing communication
Tax knowledge
Analytical thinking
Time management
Team collaboration

Education

High school diploma or equivalent
Bachelor’s degree in accounting, finance, or related field

Tools

GoSystem
Ultratax

Job description

H&R Block, Inc. seeks a year-round Block Advisor Tax Advisor to prepare accurate tax returns and guide clients through complex tax scenarios. You will interview clients, identify savings opportunities, and offer Block Advisors products and services in a collaborative local office.

The role emphasizes client-centered advisory work, continued education, and contributing to a supportive team culture. This in-person position offers training, competitive pay, and opportunities to advance in tax

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