Senior Tax Advisor: Complex Returns & Client Advisory

H&R Block, Inc.; Merritt Island (FL); On-site; USD 46,000 - 59,000; Full time

Job summary

H&R Block in Merritt Island, FL is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses, with a focus on client service and tax savings opportunities.

You will interview clients, explain complex tax concepts in plain language, and provide year-round support including IRS notices and audit guidance, collaborating with a dedicated team in a local office.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience with complex individual and business returns, including tax planning and audit support.
• Client-facing, advisory or consulting experience.
• Ability to explain tax concepts in client-friendly language.
• High school diploma or GED or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews to understand financials and tax implications.
• Identify tax savings opportunities and relevant Block Advisors products and services.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members in a client-focused office.

Skills

Client-facing

Communication

Attention to detail

Interviewing clients

Tax knowledge

Education

Bachelor’s degree in accounting

CPA or EA

Tools

GoSystem

UltraTax

Microsoft Copilot

ChatGPT

Job description

H&R Block in Merritt Island, FL is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses, with a focus on client service and tax savings opportunities.

You will interview clients, explain complex tax concepts in plain language, and provide year-round support including IRS notices and audit guidance, collaborating with a dedicated team in a local office.