Senior Tax Advisor & Client Advisory Specialist

H&R Block, Inc.; Wilmington (DE); On-site; USD 60,000 - 90,000; Full time

Job summary

H&R Block is seeking a Year-round Block Advisor Tax Advisor to prepare complete and accurate tax returns for individuals and small businesses, interviewing clients to understand finances and provide personalized recommendations. The role emphasizes building lasting client relationships, offering tax savings opportunities, and delivering support with IRS notices when needed.

This in-person position at a local Block Advisors office focuses on delivering empathetic, consultative service and

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience with 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; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand finances and tax implications.
• Provide personalized recommendations and help clients save on taxes.
• Offer IRS support, notices, and audit guidance as needed.
• Collaborate with team members and contribute to a client-focused office environment.

Skills

Tax knowledge

Client interviewing

Tax planning

IRS notices

Client advisory

Education

Bachelor's degree in accounting

CPA or Enrolled Agent

High school diploma / GED

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a Year-round Block Advisor Tax Advisor to prepare complete and accurate tax returns for individuals and small businesses, interviewing clients to understand finances and provide personalized recommendations. The role emphasizes building lasting client relationships, offering tax savings opportunities, and delivering support with IRS notices when needed.

This in-person position at a local Block Advisors office focuses on delivering empathetic, consultative service and