Senior Tax Advisor – Complex Returns, In-Person

H&R Block, Inc.; Vienna, Northern (VA, KY); Hybrid; USD 18,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate returns for individuals and small businesses in a local Block Advisors office. You will interview clients, assess complex tax situations, and offer clear, personalized recommendations.

You’ll build lasting client relationships, identify tax savings opportunities, and support clients during IRS notices. The role includes industry-leading training, competitive pay, and an incentive plan in a collaborative,

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 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 preparation

Client interviewing

IRS guidance

Team collaboration

Education

High school diploma or equivalent

Bachelor's degree in accounting

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools

Job description

H&R Block, Inc. is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate returns for individuals and small businesses in a local Block Advisors office. You will interview clients, assess complex tax situations, and offer clear, personalized recommendations.

You’ll build lasting client relationships, identify tax savings opportunities, and support clients during IRS notices. The role includes industry-leading training, competitive pay, and an incentive plan in a collaborative,