Senior Tax Advisor | Complex Returns & Client Guidance

H&R Block, Inc.; Orange Park (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

H&R Block is seeking a year-round Tax Advisor to prepare complete returns for individuals and small businesses, conduct client interviews, and provide personalized recommendations. You’ll deliver tax savings opportunities with our training and technology, and you’ll build lasting client relationships in a local Block Advisors office.

In this in-person role, you’ll assist with IRS notices, offer audit guidance, and collaborate with teammates to maintain a client-focused environment.

Qualifications

• 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-facing experience

Communication skills

Tax knowledge

Education

High school diploma or GED

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a year-round Tax Advisor to prepare complete returns for individuals and small businesses, conduct client interviews, and provide personalized recommendations. You’ll deliver tax savings opportunities with our training and technology, and you’ll build lasting client relationships in a local Block Advisors office.

In this in-person role, you’ll assist with IRS notices, offer audit guidance, and collaborate with teammates to maintain a client-focused environment.