In-Person Year-Round Tax Advisor & Client Guide

H&R Block; Westminster (CO); On-site; USD 21,000 - 110,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor in Colorado. You will prepare complete tax returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations to optimize tax outcomes.

This role is in-person at a local Block Advisors office, emphasizing building lasting client relationships, offering IRS support and audit guidance, and collaborating with a supportive team in a local office.

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 interviewing

Communication

IRS knowledge

Tax planning

Audit guidance

Education

High school diploma or equivalent

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor in Colorado. You will prepare complete tax returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations to optimize tax outcomes.

This role is in-person at a local Block Advisors office, emphasizing building lasting client relationships, offering IRS support and audit guidance, and collaborating with a supportive team in a local office.