In-Person Tax Advisor: Complex Returns & Trusted Advice

H&R Block

Naples (FL)

On-site

USD 52,000 - 78,000

Full time

14 days+

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Job summary

H&R Block in Naples, FL is seeking a year-round Block Advisor/Tax Advisor to prepare complete, accurate returns for individuals and businesses, and to conduct in-depth client interviews to understand financial situations and tax implications.

You will build lasting client relationships through empathetic, consultative service, identify tax savings opportunities and Block Advisors products, and provide IRS support and audit guidance when needed; in-person at a local Block Advisors office.

Qualifications

Successful completion of the H&R Block Tax Knowledge Assessment.
5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
Experience with complex individual and business returns, including tax planning, audit support, and tax notice resolution.
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 GED or equivalent.

Responsibilities

Prepare complete and accurate tax returns for individuals and businesses.
Conduct in-depth client interviews to understand financial situations and tax implications.
Provide personalized tax savings recommendations and Block Advisors products/services.
Provide IRS support, tax notice assistance, and audit guidance.
Collaborate with team and contribute to a positive client-focused office environment.