Senior Tax Advisor: Complex Returns & Client Impact

H&R Block; Waupaca (WI); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Incentive plan

Job summary

H&R Block is seeking a year-round Block Advisor to prepare complete and accurate tax returns for individuals and businesses, conduct in-depth client interviews, and provide 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 expertise.

The position emphasizes building lasting client relationships, delivering empathetic service, and supporting clients with IRS notices and audit

Qualifications

• 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.

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

Tax preparation

Client advisory

Communication

Education

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

High school diploma / GED

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a year-round Block Advisor to prepare complete and accurate tax returns for individuals and businesses, conduct in-depth client interviews, and provide 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 expertise.

The position emphasizes building lasting client relationships, delivering empathetic service, and supporting clients with IRS notices and audit