Senior Tax Advisor: Complex Returns & Client Advisory

H&R Block; Redmond (WA); On-site; USD 24,000 - 110,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor to be in-person at a local Block Advisors office in Redmond, WA. You will prepare complete tax returns for individuals and businesses, conduct client interviews to understand their financial situation, and provide personalized tax-saving recommendations while building lasting relationships.

The role involves tax planning, audit support, and offering Block Advisors services, with industry-leading training and a competitive hourly rate plus an

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns, including planning, audits, and notices.
• Strong client-facing, consultative or advisory background.
• Clear written and verbal communication to explain tax concepts to clients.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financials, life changes, and tax implications, then provide recommendations.
• Build year-round client relationships with empathetic, consultative service and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Client advisory

Communication

Education

Bachelor's degree in accounting/finance

CPA or EA credential

Tools

GoSystem

UltraTax

AI tools

Job description

H&R Block is seeking a year-round Block Advisor to be in-person at a local Block Advisors office in Redmond, WA. You will prepare complete tax returns for individuals and businesses, conduct client interviews to understand their financial situation, and provide personalized tax-saving recommendations while building lasting relationships.

The role involves tax planning, audit support, and offering Block Advisors services, with industry-leading training and a competitive hourly rate plus an