Senior Tax Advisor - Complex Returns & Client Guidance

H&R Block, Inc.; Waupaca (WI); On-site; USD 30,000 - 47,000; Full time

Job summary

H&R Block is seeking a year-round Tax Advisor to prepare accurate returns for individuals and businesses, conducting in-depth client interviews to uncover tax implications and opportunities for savings. You will build lasting client relationships through empathetic, consultative service and guide clients on Block Advisors products and services.

The role emphasizes high-quality client communication, ongoing tax education, and collaboration with a team in a local Block Advisors office.

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 communication

Tax expertise

Consultative advising

Attention to detail

Education

High school diploma or GED

Bachelor’s degree in accounting/finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credentials (preferred)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a year-round Tax Advisor to prepare accurate returns for individuals and businesses, conducting in-depth client interviews to uncover tax implications and opportunities for savings. You will build lasting client relationships through empathetic, consultative service and guide clients on Block Advisors products and services.

The role emphasizes high-quality client communication, ongoing tax education, and collaboration with a team in a local Block Advisors office.