In-Person Tax Advisor for Complex Returns & Client Advisory

H&R Block

Succasunna (NJ)

On-site

USD 22,000 - 110,000

Full time

14 days+

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Job summary

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare comprehensive tax returns for individuals and businesses, interview clients to understand changes, and deliver personalized recommendations. You will build year-round client relationships, identify tax savings opportunities, and support clients with IRS notices and audits.

This in-person role emphasizes training, technology, and an incentive plan to reward impact.

Qualifications

  • Must complete H&R Block Tax Knowledge Assessment
  • 5+ years in tax preparation or related fields
  • Experience with complex tax returns for individuals and businesses
  • Experience in client-facing, consultative roles
  • Strong verbal and written communication; explain tax concepts clearly
  • Meet IRS/state requirements and continuing education
  • High school diploma or equivalent

Responsibilities

  • Prepare complete, accurate tax returns for individuals and businesses
  • Conduct in-depth client interviews to understand financials and life changes
  • Provide personalized recommendations and tax savings opportunities
  • Offer IRS support, tax notice assistance, and audit guidance
  • Collaborate with team and maintain a client-focused office environment

Skills

Tax preparation
Client communication
IRS rules
Interviewing clients
Advisory experience

Education

Bachelor's degree in accounting/finance
CPA or Enrolled Agent
High school diploma or GED

Tools

GoSystem
UltraTax

Job description

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare comprehensive tax returns for individuals and businesses, interview clients to understand changes, and deliver personalized recommendations. You will build year-round client relationships, identify tax savings opportunities, and support clients with IRS notices and audits.

This in-person role emphasizes training, technology, and an incentive plan to reward impact.

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