Senior Tax Advisor - Complex Returns & Client Advisory

H&R Block, Inc.; Johnston (IA); On-site; USD 55,000 - 75,000; Full time

Job summary

H&R Block seeks a year-round Tax Advisor to prepare accurate returns for clients with diverse situations, including individuals and businesses, in a face-to-face office setting. You will conduct in-depth interviews, offer personalized tax-saving guidance, and support clients through notices and audits.

The role emphasizes client-facing advisory work, ongoing education, and collaboration within a high-performing office environment.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual returns and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS and state requirements.

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-facing skills

Verbal communication

Written communication

Tax knowledge

Audit support

Education

High school diploma or GED

Bachelor’s degree in accounting/finance (preferred)

CPA or Enrolled Agent (EA) (preferred)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block seeks a year-round Tax Advisor to prepare accurate returns for clients with diverse situations, including individuals and businesses, in a face-to-face office setting. You will conduct in-depth interviews, offer personalized tax-saving guidance, and support clients through notices and audits.

The role emphasizes client-facing advisory work, ongoing education, and collaboration within a high-performing office environment.