Senior Tax Advisor & Client Solutions Pro

H&R Block, Inc.; Lutherville (MD); On-site; USD 23,000 - 40,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns, uncover savings opportunities, and build lasting client relationships in an in-person Block Advisors office.

Responsibilities include conducting client interviews, offering personalized recommendations, and providing IRS support as needed. Strong communication and prior tax experience are essential for success in this consultative role.

Qualifications

• 5+ years of experience in tax preparation or related fields.
• Experience preparing complex individual and business returns.
• Strong communication skills and client-facing advisory experience.

Responsibilities

• Prepare complete tax returns for diverse clients.
• Conduct in-depth client interviews to assess tax implications.
• Provide IRS support and audit guidance when needed.
• Build year-round client relationships and identify tax savings opportunities.

Skills

Tax preparation

Client interviewing

Communication

Tax planning

IRS/state knowledge

Team collaboration

Education

High school diploma

Bachelor’s degree in accounting/finance

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns, uncover savings opportunities, and build lasting client relationships in an in-person Block Advisors office.

Responsibilities include conducting client interviews, offering personalized recommendations, and providing IRS support as needed. Strong communication and prior tax experience are essential for success in this consultative role.