Senior Tax Advisor: Complex Returns & Client Advisory

H&R Block, Inc.; Glendale (CA); On-site; USD 35,000 - 166,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns and uncover savings opportunities. This in-person role emphasizes client interviews, advisory guidance, and building lasting relationships within a local Block Advisors office.

The position requires tax knowledge, strong communication, and compliance with IRS/state requirements. Training is provided with opportunity for performance-based incentives and career growth.

Qualifications

• Prepare complete, accurate tax returns for individuals and businesses with complex situations.
• Conduct in-depth client interviews to assess financials and tax implications, then provide clear recommendations.
• Build year-round client relationships by offering empathetic, consultative service and identifying tax savings opportunities.

Responsibilities

• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to deliver accurate results and a positive client-focused office environment.

Skills

Client interviews

Communication skills

Tax knowledge

Advisory mindset

Education

High school diploma or GED

Bachelor's degree in accounting/finance (preferred)

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns and uncover savings opportunities. This in-person role emphasizes client interviews, advisory guidance, and building lasting relationships within a local Block Advisors office.

The position requires tax knowledge, strong communication, and compliance with IRS/state requirements. Training is provided with opportunity for performance-based incentives and career growth.