Senior Tax Advisor: Client-Focused, Complex Returns

H&R Block, Inc.; New London (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for clients with complex tax situations. You will conduct in-depth client interviews, provide personalized recommendations, and build year-round relationships while leveraging training and technology.

The role offers a competitive hourly rate and an incentive plan based on impact. This in-person position at a local Block Advisors office requires strong communication, advisory skills, and adherence to

Qualifications

• 5+ years of experience in tax preparation or related field.

Responsibilities

• Prepare complete tax returns for individuals and businesses.
• Conduct client interviews to assess financial situations and tax implications.
• Provide tax savings opportunities and product recommendations to clients.
• Provide IRS support, tax notice assistance, and audit guidance.
• Collaborate with team to maintain a client-focused office environment.

Skills

Tax expertise

Client-facing experience

Communication skills

IRS/state compliance

Continuing education compliance

Education

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

CPA or Enrolled Agent (EA) or IRS credentials

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for clients with complex tax situations. You will conduct in-depth client interviews, provide personalized recommendations, and build year-round relationships while leveraging training and technology.

The role offers a competitive hourly rate and an incentive plan based on impact. This in-person position at a local Block Advisors office requires strong communication, advisory skills, and adherence to