Senior Tax Advisor: Complex Returns & Client Advisory

H&R Block; Vancouver (WA); On-site; USD 23,000 - 110,000; Full time

Benefits offered by this job

Competitive hourly pay

Incentive plan

Job summary

H&R Block provides year-round tax advisory support in-office to help clients navigate complex tax and business services. You will prepare accurate returns for individuals and businesses and conduct in-depth client interviews to tailor recommendations.

Build lasting relationships through empathetic, consultative service and identify tax savings opportunities with Block Advisors products. In this in-person role, you’ll work with a team, receive industry-leading training, and participate in an

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, with ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent.

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 year-round relationships by delivering empathetic, consultative service and identifying 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

Tax knowledge

Client communication

Interviewing clients

Audit support

Team collaboration

Explain complex tax concepts

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Microsoft Copilot

Job description

H&R Block provides year-round tax advisory support in-office to help clients navigate complex tax and business services. You will prepare accurate returns for individuals and businesses and conduct in-depth client interviews to tailor recommendations.

Build lasting relationships through empathetic, consultative service and identify tax savings opportunities with Block Advisors products. In this in-person role, you’ll work with a team, receive industry-leading training, and participate in an