Senior Tax Advisor - Complex Returns & Client Advisory

H&R Block, Inc.; Avon (CT); On-site; USD 34,000 - 62,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business situations.

You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships, backed by industry-leading training, technology, and an incentive plan that rewards your impact as you grow your tax expertise. This role is in-person at a local Block Advisors office.

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 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

Tax compliance

Client communication

Advisory experience

Education

High school diploma / GED

Bachelor’s degree in accounting or related field

Tools

GoSystem or Ultratax

AI-powered tools familiarity

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business situations.

You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships, backed by industry-leading training, technology, and an incentive plan that rewards your impact as you grow your tax expertise. This role is in-person at a local Block Advisors office.