Senior Tax Advisor: Complex Returns & Client Advisory

H&R Block, Inc.; Lakewood Township (NJ); On-site; USD 22,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business scenarios. You will prepare accurate returns, interview clients for financial insights, and deliver personalized recommendations in a local in-person office.

You will build lasting client relationships, identify tax savings opportunities, and provide IRS support as needed, while continually expanding your tax expertise through our training and incentive programs.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping
• Experience preparing complex individual returns and business returns, including tax planning, audit support, and tax notice resolution
• Experience working in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable 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

Tax knowledge

Client-facing experience

Communication skills

Interviewing clients

Audit support experience

Education

High school diploma / GED / equivalent

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

CPA / EA or IRS credentials

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business scenarios. You will prepare accurate returns, interview clients for financial insights, and deliver personalized recommendations in a local in-person office.

You will build lasting client relationships, identify tax savings opportunities, and provide IRS support as needed, while continually expanding your tax expertise through our training and incentive programs.