Senior Tax Advisor & Client Partner

H&R Block, Inc.; Falls Church (VA); On-site; USD 23,000 - 40,000; Full time

Job summary

H&R Block, Inc. in Falls Church, VA is seeking a year-round Block Advisor Tax Advisor to prepare complete tax returns for individuals and businesses, interview clients, and deliver personalized recommendations using industry-leading training and technology.

This in-person role emphasizes building year-round client relationships, identifying tax savings opportunities, and providing audit support when needed; strong communication and ongoing education required.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual 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 knowledge

Communication skills

IRS/state requirements

Team collaboration

Education

High school diploma

Bachelor's degree in accounting/finance

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. in Falls Church, VA is seeking a year-round Block Advisor Tax Advisor to prepare complete tax returns for individuals and businesses, interview clients, and deliver personalized recommendations using industry-leading training and technology.

This in-person role emphasizes building year-round client relationships, identifying tax savings opportunities, and providing audit support when needed; strong communication and ongoing education required.