Senior Tax Advisor: Client-Focused Tax Guidance

H&R Block, Inc.; New London (WI); On-site; USD 52,000 - 83,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor to prepare complete and accurate tax returns for clients with diverse tax situations, including individuals and businesses.

You will conduct in-depth client interviews to understand financial scenarios, provide personalized recommendations, and build lasting client relationships with a focus on tax savings opportunities and Block Advisors products.

Qualifications

• Strong verbal and written communication skills for client-facing engagements.
• Experience preparing complex individual and business tax returns.
• Ability to interview clients to understand financial situations and tax implications.
• Must meet continuing education and IRS/state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews and provide clear recommendations.
• Build year-round client relationships and identify tax savings opportunities.
• Provide IRS support, notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused environment.

Skills

Communication

Tax knowledge

Client interviews

Education

High school diploma or GED

Bachelor's degree in accounting or related field

CPA or EA or IRS credential

Tools

GoSystem

UltraTax

AI-powered tools (e.g., Copilot/ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor to prepare complete and accurate tax returns for clients with diverse tax situations, including individuals and businesses.

You will conduct in-depth client interviews to understand financial scenarios, provide personalized recommendations, and build lasting client relationships with a focus on tax savings opportunities and Block Advisors products.