Senior Tax Advisor — Complex Returns & Client Advisory

H&R Block; North Attleborough (MA); On-site; USD 21,000 - 110,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor to prepare complete tax returns for individuals and businesses, interviewing clients to understand finances and offering clear recommendations with access to advanced training and technology. This in-person role serves clients at a local Block Advisors office.

Responsibilities include delivering personalized tax savings opportunities, building lasting client relationships, and providing IRS notice assistance and audit guidance as needed.

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 interviews

Audit support

Communication

Education compliance

Education

Bachelor's degree in accounting/finance/related

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

UltrasTax/Ultratax

Job description

H&R Block is seeking a year-round Block Advisor to prepare complete tax returns for individuals and businesses, interviewing clients to understand finances and offering clear recommendations with access to advanced training and technology. This in-person role serves clients at a local Block Advisors office.

Responsibilities include delivering personalized tax savings opportunities, building lasting client relationships, and providing IRS notice assistance and audit guidance as needed.