In-Person Tax Advisor for Complex Returns & Clients

H&R Block, Inc.; Jenkintown (PA); On-site; USD 70,000 - 100,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Tax Advisor to prepare accurate returns for individuals and businesses, and to interview clients to uncover tax-saving opportunities.

You will build lasting client relationships with empathetic, consultative service and provide IRS support when needed. The role requires 5+ years in tax-related fields, strong communication skills, and completion of required IRS/state credentials and ongoing education.

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 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

Client communication

Interpersonal skills

Tax knowledge

Attention to detail

Consultative advisory experience

Education

Bachelor’s degree in accounting, finance, or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a year-round Tax Advisor to prepare accurate returns for individuals and businesses, and to interview clients to uncover tax-saving opportunities.

You will build lasting client relationships with empathetic, consultative service and provide IRS support when needed. The role requires 5+ years in tax-related fields, strong communication skills, and completion of required IRS/state credentials and ongoing education.