Senior Tax Advisor - Client-Focused, In-Office Role

H&R Block, Inc.; West Haven (CT); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Incentive plan

Competitive hourly rate

Training and development

Job summary

H&R Block, Inc. is seeking a year-round Tax Advisor to prepare complex returns and advise clients. You’ll interview clients to understand financial changes, identify savings opportunities, and deliver personalized recommendations using Block’s training and tools.

The role emphasizes client relationships, tax planning, and support for IRS notices in a collaborative office environment. Tax professionals with CE requirements welcome here.

Qualifications

• Prepare complete tax returns for diverse client situations.
• Explain tax concepts in client-friendly language.
• Maintain compliance with IRS and state requirements.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and implications.
• Provide IRS support and audit guidance as needed.
• Build year-round client relationships with consulting-based service.

Skills

Tax preparation

Client interviewing

Communication

IRS/state knowledge

Attention to detail

Education

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a year-round Tax Advisor to prepare complex returns and advise clients. You’ll interview clients to understand financial changes, identify savings opportunities, and deliver personalized recommendations using Block’s training and tools.

The role emphasizes client relationships, tax planning, and support for IRS notices in a collaborative office environment. Tax professionals with CE requirements welcome here.