In-Person Year-Round Tax Advisor | Client-Focused Impact

H&R Block; San Francisco (CA); On-site; USD 28,000 - 110,000; Full time

Benefits offered by this job

Incentive plan

Industry-leading training

In-person office

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses, conduct client interviews, and offer personalized recommendations. This in-person role emphasizes building long-term client relationships and leveraging Block Advisors products and services.

You will work with a supportive team, receive industry-leading training and technology, and participate in an incentive plan tied to your impact and tax expertise development.

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.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• 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 consultation

Tax knowledge

Communication skills

Attention to detail

IRS rules understanding

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses, conduct client interviews, and offer personalized recommendations. This in-person role emphasizes building long-term client relationships and leveraging Block Advisors products and services.

You will work with a supportive team, receive industry-leading training and technology, and participate in an incentive plan tied to your impact and tax expertise development.