Senior Tax Advisor — Complex Returns & Client Guidance

H&R Block; Westerville (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare complete and accurate tax returns for individuals and businesses, conduct client interviews, and deliver personalized recommendations. The role emphasizes building year-round client relationships, providing IRS support, and leveraging Block Advisors services within a supportive, in-person office environment.

Ideal candidates have 5+ years of tax experience, strong communication skills, and the ability to navigate complex

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual returns and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED or 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 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

Communication skills

Tax experience

Client-facing

Complex returns

Education

Bachelor’s degree in accounting/finance

High school diploma or equivalent

CPA/EA certification (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare complete and accurate tax returns for individuals and businesses, conduct client interviews, and deliver personalized recommendations. The role emphasizes building year-round client relationships, providing IRS support, and leveraging Block Advisors services within a supportive, in-person office environment.

Ideal candidates have 5+ years of tax experience, strong communication skills, and the ability to navigate complex