Senior Tax Advisor - Build Trusted Client Relationships

H&R Block, Inc.; South Windsor (CT); On-site; USD 34,000 - 48,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns and advise clients on tax strategies at a local Block Advisors office. You will interview clients, uncover savings opportunities, and build lasting relationships while leveraging advanced training and technology.

The role emphasizes in-person service, strong communication, and ongoing education to stay compliant with IRS/state requirements. An incentive plan rewards impact and client value creation.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping
• Experience preparing complex individual and business returns
• Experience in client-facing advisory roles
• Strong verbal and written communication skills
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED

Responsibilities

• Prepare complete, accurate tax returns for diverse and complex situations
• Conduct in-depth client interviews to understand financials and tax implications
• Build year-round client relationships and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team members and contribute to a client-focused office environment

Skills

Client-facing

Communication skills

Tax knowledge

Education

Bachelor's degree in accounting/finance

High school diploma or GED

CPA or EA or IRS credentials

Tools

GoSystem

UltrasTax

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns and advise clients on tax strategies at a local Block Advisors office. You will interview clients, uncover savings opportunities, and build lasting relationships while leveraging advanced training and technology.

The role emphasizes in-person service, strong communication, and ongoing education to stay compliant with IRS/state requirements. An incentive plan rewards impact and client value creation.