Senior Tax Advisor: Complex Returns & Client Advisory

H&R Block, Inc.; San Anselmo (CA); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block is seeking a year-round Tax Advisor to prepare accurate returns for individuals and businesses, conducting in-depth client interviews and delivering personalized recommendations. This in-person role develops long-term relationships and identifies savings opportunities using Block Advisors products.

The position emphasizes client-focused guidance, IRS support, and collaboration within a high-performing office.

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 and business returns, including tax planning and audit support.
• Experience in a client-facing, consultative, or advisory role.
• Ability to explain tax concepts in client-friendly language.

Responsibilities

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

Skills

Client interviewing

Communication

Consultative services

Tax concepts explained

Education

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA) or IRS credentials

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Tax Advisor to prepare accurate returns for individuals and businesses, conducting in-depth client interviews and delivering personalized recommendations. This in-person role develops long-term relationships and identifies savings opportunities using Block Advisors products.

The position emphasizes client-focused guidance, IRS support, and collaboration within a high-performing office.