Senior Tax Advisor & Client-Relations Specialist

H&R Block, Inc.; Wheaton (MD); On-site; USD 25,000 - 40,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Comprehensive benefits

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for individuals and businesses, interview clients to assess financial situations, and offer personalized tax-saving guidance.

The role emphasizes building long-term client relationships and leveraging Block Advisors products and services. The position is in-person at a local Block Advisors office, with industry-leading training, competitive pay, and an incentive plan based on impact and client

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 in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills.

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-facing

Communication skills

Tax knowledge

Interviewing clients

IRS requirements familiarity

Education

Bachelor’s degree in accounting, finance, or related field

High school diploma / GED / equivalent

CPA or Enrolled Agent (EA) or IRS Circular 230 credentials

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for individuals and businesses, interview clients to assess financial situations, and offer personalized tax-saving guidance.

The role emphasizes building long-term client relationships and leveraging Block Advisors products and services. The position is in-person at a local Block Advisors office, with industry-leading training, competitive pay, and an incentive plan based on impact and client