Senior Tax Advisor & Client Relationship Specialist

H&R Block; Munster (IN); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block in Munster, IN is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate tax returns for individuals and businesses. You will interview clients, explain tax implications, and offer personalized recommendations while building lasting relationships.

Role is in-person at a local Block Advisors office. The position includes training, competitive pay, and an incentive plan to reward impact as you deepen tax expertise and serve clients.

Qualifications

• Strong verbal and written communication skills and ability to explain tax concepts in client-friendly language.
• Experience in client-facing, consultative, or advisory roles.
• Familiarity with preparing complex individual and business tax returns and tax planning.

Responsibilities

• Prepare complete, accurate tax returns for clients, including individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Build year-round client relationships and identify tax savings opportunities.

Skills

Communication skills

Client-facing

Advisory mindset

Education

Bachelor’s degree in accounting/finance

High school diploma or GED

Tools

GoSystem

Ultratax

Job description

H&R Block in Munster, IN is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate tax returns for individuals and businesses. You will interview clients, explain tax implications, and offer personalized recommendations while building lasting relationships.

Role is in-person at a local Block Advisors office. The position includes training, competitive pay, and an incentive plan to reward impact as you deepen tax expertise and serve clients.