Senior Tax Advisor — Complex Returns & Client Advisory

H&R Block; Savoy (IL); On-site; USD 21,000 - 110,000; Full time

Job summary

H&R Block in Savoy, IL is seeking a year-round Block Advisor (Tax Advisor) to prepare complete tax returns for individuals and businesses, conduct in-depth client interviews, and build trusted, year-round relationships with clients.

You will provide IRS support, tax notice assistance, and audit guidance, while collaborating with a team to deliver empathetic, consultative service and recommend Block Advisors products and services.

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
• Experience 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/state requirements
• High school diploma / GED / equivalent

Responsibilities

• Prepare complete, accurate tax returns for clients including individuals and businesses
• Conduct in-depth client interviews to understand financial situations and tax implications
• Build year-round client relationships and identify tax savings opportunities and Block Advisors products
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team and maintain a positive client-focused office environment

Skills

Strong verbal and written沟通能力

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block in Savoy, IL is seeking a year-round Block Advisor (Tax Advisor) to prepare complete tax returns for individuals and businesses, conduct in-depth client interviews, and build trusted, year-round relationships with clients.

You will provide IRS support, tax notice assistance, and audit guidance, while collaborating with a team to deliver empathetic, consultative service and recommend Block Advisors products and services.