Senior Tax Advisor - Complex Returns & Client Guidance

H&R Block; Sarasota (FL); On-site; USD 42,000 - 65,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate tax returns for individuals and businesses, interview clients to understand their financial situations, and identify tax savings opportunities. This in-person role emphasizes empathetic, consultative service and ongoing client relationships, supported by training and technology.

You will work with a team to deliver high-quality service, assist with tax notices, and provide guidance in a collaborative office

Qualifications

• Experience in tax preparation for individuals and businesses.
• Strong client interviewing and advisory skills.
• Ability to explain tax concepts clearly to clients.
• Must meet IRS/state continuing education requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients (individuals and businesses).
• Conduct in-depth client interviews to assess financial situations and tax implications.
• Provide tax savings opportunities and product recommendations.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team to maintain a client-focused office environment.

Skills

Client-facing

Tax knowledge

Communication skills

Advisory mindset

Education

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

Copilot/ChatGPT

Job description

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate tax returns for individuals and businesses, interview clients to understand their financial situations, and identify tax savings opportunities. This in-person role emphasizes empathetic, consultative service and ongoing client relationships, supported by training and technology.

You will work with a team to deliver high-quality service, assist with tax notices, and provide guidance in a collaborative office