Senior Tax Advisor — Complex Returns & Client Advisory

H&R Block; Sandusky (OH); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block in Sandusky, OH is seeking a year-round Block Advisor to prepare accurate tax returns for individuals and small businesses. You’ll interview clients to understand their financial situations and offer clear, personalized recommendations, while identifying tax savings opportunities and product services.

You’ll deliver empathetic, consultative service and build lasting client relationships under Block’s training and technology, with a competitive hourly rate and incentive plan that

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 situations.
• Conduct in-depth client interviews to understand financials and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance.
• Collaborate with team and share knowledge in a client-focused office.

Skills

Tax preparation

Client interviewing

IRS knowledge

Tax planning

Audit support

Communication

Education

High School diploma

Bachelor's degree (preferred)

Tools

GoSystem

UltraTax

Job description

H&R Block in Sandusky, OH is seeking a year-round Block Advisor to prepare accurate tax returns for individuals and small businesses. You’ll interview clients to understand their financial situations and offer clear, personalized recommendations, while identifying tax savings opportunities and product services.

You’ll deliver empathetic, consultative service and build lasting client relationships under Block’s training and technology, with a competitive hourly rate and incentive plan that