Senior Tax Advisor - Client-Centric Tax Expert

H&R Block, Inc.; Bay City (MI); On-site; USD 30,000 - 47,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor in-person at a local office. You will prepare complete tax returns for individuals and businesses, interview clients to understand financial situations, and offer clear recommendations and tax-saving opportunities.

You will build lasting client relationships through empathetic, consultative service and provide IRS support and audit guidance when needed, all while collaborating with a supportive team in a client-focused office.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual returns and business returns, including tax planning, audit support, and tax notice resolution.
• Experience working in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet all other IRS and applicable state requirements.

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

Client-focused

Strong communication

Attention to detail

Interviewing skills

Explain tax concepts

Education

High School Diploma or GED

Bachelor’s degree in accounting or related field

Tools

GoSystem Tax

UltraTax

IRS e-Services

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor in-person at a local office. You will prepare complete tax returns for individuals and businesses, interview clients to understand financial situations, and offer clear recommendations and tax-saving opportunities.

You will build lasting client relationships through empathetic, consultative service and provide IRS support and audit guidance when needed, all while collaborating with a supportive team in a client-focused office.