Seasoned Tax Advisor — In-Person, Client-Focused

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

Job summary

H&R Block is hiring a Tax Advisor to prepare accurate returns for individuals and businesses, interviewing clients to tailor recommendations, and building lasting client relationships. The role emphasizes tax savings opportunities and leveraging Block Advisor products within a collaborative office environment.

This in-person position requires strong communication, adherence to continuing education, and knowledge of IRS/state rules, with opportunities for training and incentive-based pay.

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 and business returns, including tax planning, audit support, and tax notice resolution.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills.
• Must complete continuing education and meet all IRS/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

Tax preparation experience

Client-facing experience

Verbal and written communication

IRS/state requirements knowledge

Education

High school diploma / GED

Bachelor's degree in accounting or finance

CPA or Enrolled Agent (EA) or IRS credentials

Tools

GoSystem or Ultratax

AI tools like Copilot / ChatGPT

Job description

H&R Block is hiring a Tax Advisor to prepare accurate returns for individuals and businesses, interviewing clients to tailor recommendations, and building lasting client relationships. The role emphasizes tax savings opportunities and leveraging Block Advisor products within a collaborative office environment.

This in-person position requires strong communication, adherence to continuing education, and knowledge of IRS/state rules, with opportunities for training and incentive-based pay.