Seasoned Tax Advisor — Complex Returns & Client Advisory

H&R Block, Inc.; Elkhart (IN); On-site; USD 60,000 - 75,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare returns, interview clients, and deliver consultative, accurate tax guidance at a local Block Advisors office.

You will build lasting client relationships, identify savings opportunities, and provideIRS support as needed. The role emphasizes in-person collaboration with a supportive team and ongoing professional development.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns with planning, audit support, and notices.
• Experience in client-facing, consultative, advisory roles.
• Must complete continuing education and meet IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for diverse client situations.
• Conduct in-depth client interviews to understand finances and tax implications.
• Provide clear, personalized recommendations and tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team to build a positive, client-focused office environment.

Skills

Tax preparation

Client interviews

Tax planning

Audit support

IRS guidance

Education

Bachelor's degree

CPA/EA credential

Tools

GoSystem

UltraTax

Copilot/AI tools

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare returns, interview clients, and deliver consultative, accurate tax guidance at a local Block Advisors office.

You will build lasting client relationships, identify savings opportunities, and provideIRS support as needed. The role emphasizes in-person collaboration with a supportive team and ongoing professional development.