Senior Tax Advisor - Complex Returns & Client Advisory

H&R Block; Charlotte (NC); On-site; USD 34,440,000 - 48,216,000; Full time

Job summary

H&R Block in Charlotte, NC is seeking a year-round Block Advisor. You will prepare complete, accurate tax returns for individuals and businesses, and conduct in-depth client interviews to understand financial situations and tax implications.

You'll build lasting client relationships by delivering empathetic, consultative service, identifying tax savings opportunities and Block Advisors products. This in-person role offers training and competitive pay with incentives based on impact.

Qualifications

• 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.

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 knowledge

Client interviewing

Consultative advisory

IRS rules familiarity

Education

Bachelor's degree (preferred)

High school diploma / GED

Tools

GoSystem

Ultratax

Copilot

ChatGPT

Job description

H&R Block in Charlotte, NC is seeking a year-round Block Advisor. You will prepare complete, accurate tax returns for individuals and businesses, and conduct in-depth client interviews to understand financial situations and tax implications.

You'll build lasting client relationships by delivering empathetic, consultative service, identifying tax savings opportunities and Block Advisors products. This in-person role offers training and competitive pay with incentives based on impact.