Senior Tax Advisor: Complex Returns & Client Advisory

H&R Block, Inc.

Huntsville (AL)

On-site

USD 30,000 - 39,000

Full time

14 days+

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Job summary

H&R Block, Inc. is seeking a Block Advisor Tax Advisor to help clients navigate complex tax and business services. This in-person role focuses on preparing accurate returns, uncovering savings opportunities, and building lasting client relationships with the support of training and technology.

The position offers an incentive plan based on impact. You will conduct thorough client interviews, provide personalized recommendations, and collaborate with a team in a local Block Advisors office to

Qualifications

  • 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
  • Experience preparing complex individual and business tax returns with planning and audit support.
  • Experience in a client-facing, consultative, or advisory role.
  • Strong verbal and written communication skills—explain tax concepts clearly.
  • 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.
  • Conduct in-depth client interviews to understand financial situations and tax implications.
  • Build year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities.
  • Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
  • Collaborate with team members and contribute to a client-focused office environment.

Skills

Client interviewing
Tax knowledge
Communication
IRS guidance

Education

High school diploma or GED
Bachelor's degree in accounting/finance
CPA or Enrolled Agent

Tools

GoSystem
UltraTax
Copilot/ChatGPT

Job description

H&R Block, Inc. is seeking a Block Advisor Tax Advisor to help clients navigate complex tax and business services. This in-person role focuses on preparing accurate returns, uncovering savings opportunities, and building lasting client relationships with the support of training and technology.

The position offers an incentive plan based on impact. You will conduct thorough client interviews, provide personalized recommendations, and collaborate with a team in a local Block Advisors office to

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