Senior Tax Advisor: Complex Returns & Client Guidance

H&R Block; Grapevine (TX); On-site; USD 34,000 - 55,000; Full time

Job summary

H&R Block in Grapevine, TX is seeking a year-round Block Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individuals and businesses. You will interview clients to understand finances and provide personalized recommendations.

This in-person role offers training, a competitive hourly rate, and an opportunity to build lasting client relationships while delivering tax savings and guidance with support from a nationwide network.

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

Tax advisory

IRS knowledge

Education

High school diploma / GED / equivalent

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

Tools

GoSystem Tax

Ultratax

Job description

H&R Block in Grapevine, TX is seeking a year-round Block Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individuals and businesses. You will interview clients to understand finances and provide personalized recommendations.

This in-person role offers training, a competitive hourly rate, and an opportunity to build lasting client relationships while delivering tax savings and guidance with support from a nationwide network.