In-Person Tax Advisor for Complex Returns & Growth

H&R Block; Capitola (CA); On-site; USD 23,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Benefits

401(k) Plan

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business services with confidence. You will prepare accurate returns, uncover tax savings, and build lasting relationships backed by industry-leading training and technology, plus a competitive hourly rate and incentive plan.

This role is in-person at a local Block Advisors office in Capitola, CA, offering dedicated support for clients and opportunities to grow as a tax professional within a

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• 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

Tax knowledge

IRS rules

Advisory experience

Education

High school diploma or GED or equivalent

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

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business services with confidence. You will prepare accurate returns, uncover tax savings, and build lasting relationships backed by industry-leading training and technology, plus a competitive hourly rate and incentive plan.

This role is in-person at a local Block Advisors office in Capitola, CA, offering dedicated support for clients and opportunities to grow as a tax professional within a