Senior Tax Advisor - Complex Returns & Client Advisory

H&R Block, Inc.; Elyria (OH); On-site; USD 34,000 - 55,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Incentive plan

Training and technology support

Job summary

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate returns and uncover savings opportunities for clients at a local Block Advisors office in Elyria, Ohio. You will build lasting relationships through empathetic, consultative service and provide IRS support when needed.

You will collaborate with teammates, participate in ongoing training, and leverage industry-leading technology to grow your tax expertise and deliver added value to clients.

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

Communication skills

Interpersonal skills

Client-facing experience

Education

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate returns and uncover savings opportunities for clients at a local Block Advisors office in Elyria, Ohio. You will build lasting relationships through empathetic, consultative service and provide IRS support when needed.

You will collaborate with teammates, participate in ongoing training, and leverage industry-leading technology to grow your tax expertise and deliver added value to clients.