Senior Tax Advisor: Complex Returns & Client Impact

H&R Block; Fort Myers (FL); On-site; USD 34,000 - 55,000; Full time

Job summary

H&R Block in Fort Myers, FL is seeking a year-round Block Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individual and business returns. You will conduct in-depth client interviews to understand finances, life changes, and tax implications, then provide clear, personalized recommendations.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards impact as you build tax

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

Communication skills

Consultative advising

Tax knowledge

Relationship building

Education

High school diploma

Bachelor’s degree preferred

CPA or Enrolled Agent (EA) credentials

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block in Fort Myers, FL is seeking a year-round Block Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individual and business returns. You will conduct in-depth client interviews to understand finances, life changes, and tax implications, then provide clear, personalized recommendations.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards impact as you build tax