Senior Tax Advisor: Complex Returns & Client Advisory

H&R Block, Inc.; Palo Alto (CA); On-site; USD 26,000 - 110,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax scenarios and build lasting relationships. You will prepare returns, interview clients, and provide actionable tax-saving recommendations, backed by industry training and technology.

This role is in-person at a local Block Advisors office. Responsibilities include preparing returns for individuals and businesses, conducting client interviews, identifying opportunities for tax savings, and offering

Qualifications

• 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.
• Must complete continuing education and meet all IRS/state requirements.
• Successful completion of the H&R Block Tax Knowledge Assessment.

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

Client communication

Tax advisory

IRS knowledge

Education

High school diploma or GED

Bachelor's degree in accounting or finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax scenarios and build lasting relationships. You will prepare returns, interview clients, and provide actionable tax-saving recommendations, backed by industry training and technology.

This role is in-person at a local Block Advisors office. Responsibilities include preparing returns for individuals and businesses, conducting client interviews, identifying opportunities for tax savings, and offering