Senior Tax Advisor: Complex Returns & Client Advisory

H&R Block, Inc.; Monroeville (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses, interview clients to understand financial situations, and deliver personalized tax-saving recommendations in an in-person office setting.

The role involves building year-round client relationships, offering tax-saving opportunities, providing IRS support, and collaborating with a team to maintain a client-focused office culture.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns, including tax planning, audit support, and tax notice resolution.
• Experience working in a client-facing, consultative, or advisory role.
• 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 preparation

Client-facing

Communication skills

Education

High school diploma / GED

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

CPA or Enrolled Agent (EA) or other IRS credentials

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses, interview clients to understand financial situations, and deliver personalized tax-saving recommendations in an in-person office setting.

The role involves building year-round client relationships, offering tax-saving opportunities, providing IRS support, and collaborating with a team to maintain a client-focused office culture.