Seasoned Tax Advisor | Build Trusted Client Relationships

H&R Block; Urbandale (IA); On-site; USD 34,000 - 55,000; Full time

Job summary

H&R Block in Urbandale, IA seeks a year-round Block Advisor to prepare complete, accurate tax returns for individuals and small businesses. You will interview clients, understand finances and life changes, and provide clear, personalized recommendations using our leading training and technology.

You will build lasting client relationships, identify tax-saving opportunities, deliver consultative service, and support clients with IRS notices and audit guidance.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment.
• Experience with complex individual and business returns, including tax planning and audit support.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or 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 Block Advisors products/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

Years of experience

Complex returns

Client-facing advisory

Communication skills

Continuing education compliance

Tax Knowledge Assessment

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credentials

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block in Urbandale, IA seeks a year-round Block Advisor to prepare complete, accurate tax returns for individuals and small businesses. You will interview clients, understand finances and life changes, and provide clear, personalized recommendations using our leading training and technology.

You will build lasting client relationships, identify tax-saving opportunities, deliver consultative service, and support clients with IRS notices and audit guidance.