Senior Tax Advisor: Complex Returns & Client Advisory

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

Job summary

H&R Block in Grapevine, TX is seeking a year-round Block Advisor to prepare accurate tax returns and uncover savings opportunities while building lasting client relationships using industry-leading training and technology.

You will conduct thorough client interviews, manage complex individual and business tax scenarios, provide audit support and IRS notice assistance, and work with a collaborative team in a local office to deliver empathetic, consultative service.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns, including planning and audit support.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; ability to explain tax concepts clearly to clients.
• Must complete continuing education and meet IRS/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

Client interviews

Tax preparation

IRS rules compliance

Communication

Attention to detail

Advisory experience

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

Job description

H&R Block in Grapevine, TX is seeking a year-round Block Advisor to prepare accurate tax returns and uncover savings opportunities while building lasting client relationships using industry-leading training and technology.

You will conduct thorough client interviews, manage complex individual and business tax scenarios, provide audit support and IRS notice assistance, and work with a collaborative team in a local office to deliver empathetic, consultative service.