Senior Tax Advisor — Complex Returns & Client Guidance

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

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor in Glendale, CA, to prepare complete and accurate returns for individuals and businesses, conduct in-depth client interviews, and identify tax savings opportunities using Block's training and technology.

This in-person role emphasizes building lasting client relationships, providing personalized recommendations, and delivering consultative service with a competitive hourly rate and incentive plan.

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 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 trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Skills

Client communication

Interviewing skills

Relationship building

Attention to detail

IRS knowledge

Education

Bachelor's degree in accounting or related field

CPA or EA preferred

High school diploma required

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor in Glendale, CA, to prepare complete and accurate returns for individuals and businesses, conduct in-depth client interviews, and identify tax savings opportunities using Block's training and technology.

This in-person role emphasizes building lasting client relationships, providing personalized recommendations, and delivering consultative service with a competitive hourly rate and incentive plan.