Senior Tax Advisor — Complex Returns & Client Guidance

H&R Block, Inc.; Town of Florida (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

H&R Block in Miami, FL is seeking a year-round Tax Advisor who will prepare accurate tax returns, help clients navigate complex situations, and build lasting relationships. You will interview clients, identify savings opportunities, and provide tax planning guidance.

This in-person role offers competitive pay and a strong training framework. Join a team focused on empathetic, consultative service and ongoing client support, with an incentive plan that rewards your impact as you deepen tax

Qualifications

• 5+ years of tax prep, accounting, or related finance experience.
• Experience with complex individual and business returns.
• Client-facing advisory experience.
• Excellent written and verbal communication.
• Must maintain IRS/state CE requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete tax returns for individuals and businesses.
• Conduct client interviews to assess financial situations.
• Provide personalized tax planning and savings opportunities.
• Offer IRS support, notices, and audit guidance.
• Collaborate with office team to deliver client-focused service.

Skills

5+ years of tax experience

Complex returns

Client-facing advisory

Strong communication

IRS/state requirements knowledge

Continuing education compliance

Education

High school diploma or GED

CPA or EA preferred

Bachelor’s degree in accounting/related field

Tools

GoSystem

UltrasTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Miami, FL is seeking a year-round Tax Advisor who will prepare accurate tax returns, help clients navigate complex situations, and build lasting relationships. You will interview clients, identify savings opportunities, and provide tax planning guidance.

This in-person role offers competitive pay and a strong training framework. Join a team focused on empathetic, consultative service and ongoing client support, with an incentive plan that rewards your impact as you deepen tax