Senior Tax Advisor: Complex Returns & Client Guidance

H&R Block, Inc.; Town of Penfield (NY); On-site; USD 22,000 - 110,000; Full time

Job summary

H&R Block, Inc. is hiring a year-round Tax Advisor to prepare complex tax returns and advise clients in a local Block Advisors office in New York. You’ll interview clients, identify tax-saving opportunities, and provide tailored recommendations with supportive tax software tools.

The role emphasizes in-person service, ongoing client relationships, and adherence to IRS/state requirements, with a competitive hourly rate and incentive plan. Previous tax experience is essential.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns, including tax planning and audit support.
• Client-facing or advisory experience with strong communication skills.
• Must meet continuing education requirements and IRS/state prerequisites.
• High school diploma or equivalent is required.

Responsibilities

• Prepare complete, accurate tax returns for diverse and complex situations.
• Conduct in-depth client interviews to understand finances and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a client-focused office environment.

Skills

Tax preparation

Client-facing

Communication skills

Education

High school diploma / GED / equivalent

Bachelor's degree (preferred)

Tools

GoSystem

UltrasTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is hiring a year-round Tax Advisor to prepare complex tax returns and advise clients in a local Block Advisors office in New York. You’ll interview clients, identify tax-saving opportunities, and provide tailored recommendations with supportive tax software tools.

The role emphasizes in-person service, ongoing client relationships, and adherence to IRS/state requirements, with a competitive hourly rate and incentive plan. Previous tax experience is essential.