In-Person Tax Advisor: Year-Round Guidance & Savings

H&R Block; Half Moon Bay (CA); On-site; USD 25,000 - 110,000; Full time

Benefits offered by this job

Medical & Rx coverage

401(k) retirement plan

Employee Assistance Program

(virtual) fitness center programs

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for individuals and businesses, conduct client interviews, and deliver personalized recommendations. You’ll build lasting relationships by offering tax savings opportunities and Block Advisors products and services, while receiving industry-leading training and competitive pay.

This in-person role at a local Block Advisors office emphasizes client-focused service, continuous learning, and collaboration

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

Tax preparation experience

Complex returns

Client advisory

Communication skills

Continuing education

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Consultative client relations

Education

High school diploma / GED

Bachelor's degree in accounting/finance

CPA or EA credential

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for individuals and businesses, conduct client interviews, and deliver personalized recommendations. You’ll build lasting relationships by offering tax savings opportunities and Block Advisors products and services, while receiving industry-leading training and competitive pay.

This in-person role at a local Block Advisors office emphasizes client-focused service, continuous learning, and collaboration