Senior Tax Advisor — Complex Returns & Client Advisory

H&R Block, Inc.; Apple Valley (MN); On-site; USD 6,612,000 - 11,021,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns and uncover savings opportunities in a local, in-person office. You will interview clients, explain tax implications in clear terms, and build lasting relationships while delivering empathetic, consultative service.

The role emphasizes ongoing training, strong client focus, and collaboration with the team. The ideal candidate has 5+ years in tax preparation or related fields, with a strong background in

Qualifications

• Prepare complex individual and business returns.
• Explain tax concepts in client-friendly language.
• Meet IRS and state requirements and complete CE.
• Provide exceptional client service in a consultative role.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications, then provide clear recommendations.
• Build year-round client relationships and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive office environment.

Skills

Tax knowledge

Client communication

IRS rules

Attention to detail

Education

Bachelor's degree in accounting

Tools

GoSystem

Ultratax

AI tools (e.g., Copilot)

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns and uncover savings opportunities in a local, in-person office. You will interview clients, explain tax implications in clear terms, and build lasting relationships while delivering empathetic, consultative service.

The role emphasizes ongoing training, strong client focus, and collaboration with the team. The ideal candidate has 5+ years in tax preparation or related fields, with a strong background in