Senior Tax Advisor — Build Lasting Client Impact

H&R Block; Raleigh (NC); On-site; USD 25,000 - 44,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Training and development

Job summary

H&R Block is seeking a year-round Block Advisor to prepare complete and accurate returns for clients with diverse situations; conduct in-depth interviews and offer tailored guidance. You'll build long-term client relationships, identify tax savings, and connect clients with Block Advisors products.

This in-person role emphasizes training, teamwork, and delivering trusted tax advice. The position offers a competitive hourly rate, an incentive plan, and opportunities to grow tax expertise in a

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 and notices.
• Experience in a client-facing, consultative or advisory role.
• 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 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

Verbal and written communication

Tax preparation experience

Client-facing advisory experience

Attention to detail

Education

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

High school diploma / GED / equivalent

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

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor to prepare complete and accurate returns for clients with diverse situations; conduct in-depth interviews and offer tailored guidance. You'll build long-term client relationships, identify tax savings, and connect clients with Block Advisors products.

This in-person role emphasizes training, teamwork, and delivering trusted tax advice. The position offers a competitive hourly rate, an incentive plan, and opportunities to grow tax expertise in a