In-Person Tax Advisor — Year-Round Client Guidance

H&R Block; Portage (MI); On-site; USD 30,000 - 47,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for individuals and businesses. You will conduct in-depth client interviews, understand financial situations, and provide personalized recommendations, driving tax savings opportunities and cross-selling Block Advisors services.

The role emphasizes client-focused, consultative service and collaboration within a local Block Advisors office, with industry-leading training and a competitive hourly rate.

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, 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 advisory

Tax knowledge

Communication skills

Interviewing clients

IRS guidance

Education

High school diploma

Bachelor’s degree

Tools

GoSystem

Ultratax

AI tools

Job description

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for individuals and businesses. You will conduct in-depth client interviews, understand financial situations, and provide personalized recommendations, driving tax savings opportunities and cross-selling Block Advisors services.

The role emphasizes client-focused, consultative service and collaboration within a local Block Advisors office, with industry-leading training and a competitive hourly rate.