Seasoned Tax Advisor — Client-Centric, Year-Round

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

Job summary

H&R Block in Colorado is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses, interview clients, and deliver personalized recommendations. You will build lasting relationships by offering empathetic, consultative service and identifying tax savings opportunities, backed by training and technology.

This is an in-person role at a local Block Advisors 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
• Bachelor’s degree in accounting, finance, or a related field (preferred)

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

5+ years experience

Client-facing

Communication skills

IRS/State requirements

Education

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Job description

H&R Block in Colorado is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses, interview clients, and deliver personalized recommendations. You will build lasting relationships by offering empathetic, consultative service and identifying tax savings opportunities, backed by training and technology.

This is an in-person role at a local Block Advisors office.