In-Person Tax Advisor: Year-Round Client Advisory

H&R Block, Inc.; Centennial (CO); On-site; USD 21,000 - 83,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complete and accurate tax returns for clients with complex tax situations, including individuals and businesses.

You will interview clients and provide personalized recommendations, building trusted year-round relationships and identifying tax savings opportunities. The role emphasizes in-person work at a local Block Advisors office, strong communication, and ongoing IRS/state requirement compliance as part of 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 in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills, with ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED / equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand finances and tax implications, offering personalized recommendations.
• Build year-round client relationships with empathetic, consultative service and tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

5+ years experience

Client-facing

Communication skills

IRS requirements

Education

High school diploma or GED

Bachelor’s degree in accounting/finance/related

CPA/EA or IRS Circular 230 credentials

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complete and accurate tax returns for clients with complex tax situations, including individuals and businesses.

You will interview clients and provide personalized recommendations, building trusted year-round relationships and identifying tax savings opportunities. The role emphasizes in-person work at a local Block Advisors office, strong communication, and ongoing IRS/state requirement compliance as part of a