Senior Tax Advisor - Client-Focused Tax Strategy

H&R Block, Inc.; Succasunna (NJ); On-site; USD 22,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Job summary

H&R Block, Inc. seeks a year-round Block Advisor to help clients with complex tax and business needs, preparing accurate returns and uncovering savings opportunities using our training and technology.

This in-person role operates at a local Block Advisors office. You will interview clients, explain tax implications, and build lasting relationships through empathetic, consultative service and tax-saving recommendations.

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

Job description

H&R Block, Inc. seeks a year-round Block Advisor to help clients with complex tax and business needs, preparing accurate returns and uncovering savings opportunities using our training and technology.

This in-person role operates at a local Block Advisors office. You will interview clients, explain tax implications, and build lasting relationships through empathetic, consultative service and tax-saving recommendations.