Senior Tax Advisor & Client Advisory Expert

H&R Block, Inc.; Silver Spring (MD); On-site; USD 25,000 - 40,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns and help clients navigate complex tax situations. You will interview clients, provide personalized recommendations, and build lasting relationships while leveraging training and technology.

The role is in-person at a local Block Advisors office. Ideal candidates have extensive tax experience, strong communication skills, and familiarity with tax software.

Qualifications

• Experience preparing complex individual and business returns, including tax planning and audit support.
• Ability to explain tax concepts in client-friendly language and provide advisory guidance.
• Must meet continuing education and IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations, including individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive client-focused office environment.

Skills

Client-facing advisory

Strong communication

Complex tax handling

Education

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

High school diploma / GED / equivalent

Tools

GoSystem or UltraTax software

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns and help clients navigate complex tax situations. You will interview clients, provide personalized recommendations, and build lasting relationships while leveraging training and technology.

The role is in-person at a local Block Advisors office. Ideal candidates have extensive tax experience, strong communication skills, and familiarity with tax software.