Seasoned Tax Advisor: Complex Returns, Real Client Impact

H&R Block; Tampa (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

H&R Block is seeking a Tax Advisor to prepare complete, accurate tax returns for clients with diverse situations and to conduct in-depth client interviews. You will provide personalized recommendations and build year-round relationships, leveraging Block Advisors resources and training.

This in-person role at a local Block Advisors office emphasizes empathy, tax savings opportunities, and collaborative teamwork with experienced colleagues to deliver exceptional client service.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns, including tax planning and notice resolution.
• Strong verbal and written communication; explain tax concepts clearly to clients.
• Experience working in a client-facing, consultative, or advisory role.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications; provide recommendations.
• Build year-round client relationships with empathetic, consultative service and identify tax savings opportunities and Block Advisors products.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Communication skills

Tax knowledge

Tax preparation experience

Audit support

Client advisory

Education

Bachelor×s degree in accounting/finance

High school diploma / GED

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a Tax Advisor to prepare complete, accurate tax returns for clients with diverse situations and to conduct in-depth client interviews. You will provide personalized recommendations and build year-round relationships, leveraging Block Advisors resources and training.

This in-person role at a local Block Advisors office emphasizes empathy, tax savings opportunities, and collaborative teamwork with experienced colleagues to deliver exceptional client service.