Senior Tax Advisor: Complex Returns & Client Guidance

H&R Block, Inc.; Tampa (FL); On-site; USD 34,000 - 55,000; Full time

Job summary

H&R Block in Tampa, FL is seeking a year-round Tax Advisor to prepare accurate returns for individuals and businesses and deliver consultative tax guidance to clients in person. You will interview clients, identify tax-saving opportunities, and explain complex tax concepts in clear terms while providing exceptional service and building lasting relationships within a local office.

The role includes IRS support, notices resolution, and collaboration with team members to maintain a positive

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 interviewing

Communication

Consultative advisory

Education

High school diploma or GED

Bachelor's degree preferred

Tools

GoSystem

UltraTax

Job description

H&R Block in Tampa, FL is seeking a year-round Tax Advisor to prepare accurate returns for individuals and businesses and deliver consultative tax guidance to clients in person. You will interview clients, identify tax-saving opportunities, and explain complex tax concepts in clear terms while providing exceptional service and building lasting relationships within a local office.

The role includes IRS support, notices resolution, and collaboration with team members to maintain a positive