Senior Tax Advisor — Client-Focused Tax Prep & Planning

H&R Block, Inc.; Orange Park (FL); On-site; USD 55,000 - 72,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Training and growth opportunities

Job summary

Block Advisors in Jacksonville, FL is seeking a Tax Advisor to prepare accurate individual and business returns, interview clients to understand financial situations, and provide clear recommendations with a focus on tax savings.

You will deliver IRS support, notices help, and collaborate with a team in a local office, supported by training and technology to help clients navigate complex tax situations year-round.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns with audit support.
• Strong communication and client-facing advisory abilities.
• Must meet IRS/state continuing education requirements and licensure.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to understand finances and life changes.
• Provide personalized recommendations and tax savings opportunities.
• Offer IRS support, notices assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office.

Skills

Tax preparation

Client interviews

IRS guidance

Communication skills

Education

CPA or EA credential

Bachelor's degree in accounting/finance

High school diploma or GED

Tools

GoSystem

Ultratax

AI tools

Job description

Block Advisors in Jacksonville, FL is seeking a Tax Advisor to prepare accurate individual and business returns, interview clients to understand financial situations, and provide clear recommendations with a focus on tax savings.

You will deliver IRS support, notices help, and collaborate with a team in a local office, supported by training and technology to help clients navigate complex tax situations year-round.