Senior Tax Advisor - Complex Returns & Client Guidance

H&R Block; Orland Park (IL); On-site; USD 21,000 - 110,000; Full time

Job summary

H&R Block in Illinois is seeking a year-round Block Advisor to prepare complete, accurate tax returns for diverse clients and provide personalized recommendations. This role emphasizes in-person service at a local Block Advisors office, with a focus on building lasting client relationships and uncovering tax savings opportunities.

You will interview clients, explain tax concepts clearly, support IRS notices, and collaborate with the team to maintain a client-focused office environment while

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 and business returns, including tax planning and audit support.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; able to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED.

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 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

Tax knowledge

Client advisory

Communication skills

IRS/state requirements

Tax concepts explained

Education

Bachelor's degree in accounting/finance

CPA/EA or IRS Circular 230 credentials

High school diploma/GED

Tools

GoSystem

Ultratax

Job description

H&R Block in Illinois is seeking a year-round Block Advisor to prepare complete, accurate tax returns for diverse clients and provide personalized recommendations. This role emphasizes in-person service at a local Block Advisors office, with a focus on building lasting client relationships and uncovering tax savings opportunities.

You will interview clients, explain tax concepts clearly, support IRS notices, and collaborate with the team to maintain a client-focused office environment while