Senior Tax Advisor — Complex Returns & Client Advisory

H&R Block, Inc.; Melbourne (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complete, accurate returns for clients with diverse tax situations. You will interview clients, provide personalized recommendations, and build lasting relationships while identifying tax savings opportunities.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan based on impact. You will also assist with IRS notices and audit guidance, collaborate with teammates, and

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

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complete, accurate returns for clients with diverse tax situations. You will interview clients, provide personalized recommendations, and build lasting relationships while identifying tax savings opportunities.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan based on impact. You will also assist with IRS notices and audit guidance, collaborate with teammates, and