Senior Tax Advisor - Client-Focused Returns Expert

H&R Block, Inc.; Sarasota (FL); On-site; USD 30,000 - 50,000; Full time

Job summary

H&R Block in Florida is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business services with confidence. You will prepare accurate returns, interview clients, and offer personalized recommendations while building lasting relationships.

This in-person role emphasizes client-focused service, collaboration with teammates, and ongoing education to stay compliant with IRS/state requirements. A competitive hourly rate applies with an incentive plan.

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 interviews

Tax expertise

IRS/state knowledge

Consultative advisory

Strong communication

Education

High school diploma

Bachelor’s degree in accounting

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

Copilot

ChatGPT

Job description

H&R Block in Florida is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business services with confidence. You will prepare accurate returns, interview clients, and offer personalized recommendations while building lasting relationships.

This in-person role emphasizes client-focused service, collaboration with teammates, and ongoing education to stay compliant with IRS/state requirements. A competitive hourly rate applies with an incentive plan.