Senior Tax Advisor - Complex Returns & Client Guidance

H&R Block; Saint Paul (MN); On-site; USD 66,000 - 110,000; Full time

Job summary

H&R Block in Saint Paul, MN is seeking a year-round Block Advisor to prepare complete and accurate tax returns for clients with diverse and complex tax situations.

You will conduct in-depth client interviews, provide personalized recommendations, and build trusted, year-round relationships while offering IRS support, audit guidance, and tax-saving opportunities. This in-person role includes competitive hourly pay and incentives.

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 in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; ability to explain tax concepts in client-friendly language.

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; provide clear, personalized recommendations.
• Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and Block Advisors products.
• 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 interviewing

Tax knowledge

Communication skills

Attention to detail

Explain complex tax concepts

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

Job description

H&R Block in Saint Paul, MN is seeking a year-round Block Advisor to prepare complete and accurate tax returns for clients with diverse and complex tax situations.

You will conduct in-depth client interviews, provide personalized recommendations, and build trusted, year-round relationships while offering IRS support, audit guidance, and tax-saving opportunities. This in-person role includes competitive hourly pay and incentives.