Senior Tax Advisor — Complex Returns & Client Impact

H&R Block, Inc.; Boise (ID); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Training & development

Job summary

H&R Block is seeking a year-round Tax Advisor to prepare complete tax returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized tax recommendations. The role emphasizes client relationships, tax savings opportunities, and usage of Block Advisors services, with a strong training framework and competitive pay.

The position requires extensive tax experience, certification readiness (IRS/state requirements), and a client-facing advisory background.

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-facing advisory

Strong communication

Tax knowledge

IRS/state requirements

Continuing education

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a year-round Tax Advisor to prepare complete tax returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized tax recommendations. The role emphasizes client relationships, tax savings opportunities, and usage of Block Advisors services, with a strong training framework and competitive pay.

The position requires extensive tax experience, certification readiness (IRS/state requirements), and a client-facing advisory background.