Senior Tax Advisor: Complex Returns & Trusted Guidance

H&R Block; Mesa (AZ); On-site; USD 60,000 - 95,000; Full time

Job summary

H&R Block seeks a year-round Block Advisor (Tax Advisor) to prepare complete, accurate tax returns for individuals and businesses, while conducting client interviews and offering personalized recommendations. This in-person role emphasizes building long-term client relationships and providing tax savings opportunities with the support of leading training and technology.

You'll deliver IRS support, audit guidance, and collaborate with a team to maintain a positive, client-focused office culture,

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 experience

Strong communication

Advisory mindset

Education

Bachelor's degree in accounting/finance

High school diploma / GED

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block seeks a year-round Block Advisor (Tax Advisor) to prepare complete, accurate tax returns for individuals and businesses, while conducting client interviews and offering personalized recommendations. This in-person role emphasizes building long-term client relationships and providing tax savings opportunities with the support of leading training and technology.

You'll deliver IRS support, audit guidance, and collaborate with a team to maintain a positive, client-focused office culture,