Senior Tax Advisor: Complex Returns & Trusted Guidance

H&R Block; Lone Tree (CO); On-site; USD 32,000 - 98,000; Full time

Job summary

H&R Block in Colorado is hiring a year-round Block Advisor Tax Advisor to prepare complete, accurate tax returns for individuals and businesses. You will interview clients to understand financial situations, provide personalized recommendations, and build long-term relationships offering tax savings and Block Advisors products.

This in-person role requires strong communication, ongoing education, and collaboration with team members in a client-focused office environment, with competitive pay

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.
• Must complete continuing education and meet all other IRS and applicable state requirements.

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 knowledge

Consultative advisory experience

Attention to detail

Team collaboration

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credentials

Tools

GoSystem

Ultratax

AI-powered tools (e.g., Microsoft Copilot, ChatGPT)

Job description

H&R Block in Colorado is hiring a year-round Block Advisor Tax Advisor to prepare complete, accurate tax returns for individuals and businesses. You will interview clients to understand financial situations, provide personalized recommendations, and build long-term relationships offering tax savings and Block Advisors products.

This in-person role requires strong communication, ongoing education, and collaboration with team members in a client-focused office environment, with competitive pay