Senior Tax Advisor — Complex Returns & Client Advisory

H&R Block; Folsom (CA); On-site; USD 66,000 - 110,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare complex tax returns for individuals and businesses and deliver consultative service to clients. In-person at a local Block Advisors office, you will interview clients to understand their financial situation and tax implications, then provide clear recommendations and year-round support.

The role emphasizes building trusted client relationships, ongoing education, and leveraging Block’s training and technology to maximize

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping
• Experience preparing complex individual and business returns including tax planning, audit support, and tax notice resolution
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills and ability to explain tax concepts to clients
• Must complete continuing education and meet IRS/state requirements
• High school diploma or equivalent

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations
• Conduct in-depth client interviews to understand financials and tax implications
• Provide clear, personalized recommendations and build year-round client relationships
• Offer IRS support, tax notice assistance, and audit guidance
• Collaborate with team members to maintain a positive, client-focused office environment

Skills

Tax preparation

Client interviews / advisory

IRS/state compliance knowledge

Communication skills

Tax concepts explained to clients

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

CPA or Enrolled Agent (EA) or IRS credentials

Tools

GoSystem

Ultratax

AI tools (e.g., Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare complex tax returns for individuals and businesses and deliver consultative service to clients. In-person at a local Block Advisors office, you will interview clients to understand their financial situation and tax implications, then provide clear recommendations and year-round support.

The role emphasizes building trusted client relationships, ongoing education, and leveraging Block’s training and technology to maximize