Senior Tax Advisor: Complex Returns & Client Guidance

H&R Block, Inc.; Everett (WA); On-site; USD 29,000 - 110,000; Full time

Benefits offered by this job

Medical coverage

401(k) plan

Employee Assistance Program

Fitness programs (virtual)

Associate discount program

Travel insurance

Job summary

H&R Block, Inc. is seeking a year-round Tax Advisor who will prepare complex individual and business returns, interview clients to assess tax implications, and offer personalized recommendations. The role emphasizes building lasting client relationships and delivering tax savings opportunities using Block Advisors tools.

The position is in-person at a local Block Office, with ongoing training, competitive pay, and eligibility for incentive plans based on performance and client impact.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Build year-round client relationships with empathetic, consultative service.

Skills

Tax preparation

Client interviews

Communication skills

Advisory/client relations

Education

HS diploma/GED

Bachelor's degree preferred

CPA/EA credentials preferred

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a year-round Tax Advisor who will prepare complex individual and business returns, interview clients to assess tax implications, and offer personalized recommendations. The role emphasizes building lasting client relationships and delivering tax savings opportunities using Block Advisors tools.

The position is in-person at a local Block Office, with ongoing training, competitive pay, and eligibility for incentive plans based on performance and client impact.