Senior Tax Advisor - Client-Centric, Year-Round Guidance

H&R Block; Katy (TX); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Training & technology

Job summary

H&R Block is seeking a year-round Block Advisor to prepare complete tax returns for individuals and businesses, conduct in-depth client interviews, and identify opportunities for tax savings. This in-person role offers training and access to Block Advisors tools to build lasting client relationships in a local office.

The position emphasizes a consultative approach with IRS support, audits, and personalized recommendations, backed by industry-leading training and technology.

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 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
• High school diploma / GED / 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 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 communication

Tax knowledge

Attention to detail

Interpersonal skills

Education

High school diploma or GED

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor to prepare complete tax returns for individuals and businesses, conduct in-depth client interviews, and identify opportunities for tax savings. This in-person role offers training and access to Block Advisors tools to build lasting client relationships in a local office.

The position emphasizes a consultative approach with IRS support, audits, and personalized recommendations, backed by industry-leading training and technology.