Senior Tax Advisor — Complex Returns & Trusted Guidance

H&R Block; Saginaw (MI); Vor Ort; USD 34.000 - 55.000; Vollzeit

Zusammenfassung

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses, conduct client interviews, and deliver personalized recommendations. This in-person role emphasizes building lasting client relationships and identifying tax-saving opportunities with Block Advisors products and services.

You'll work with a supportive team, leveraging industry-leading training and technology, while following IRS/state requirements and delivering a high level of

Qualifikationen

• 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
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, able to explain tax concepts clearly to clients
• Must complete continuing education and meet all IRS/state requirements
• High school diploma / GED / equivalent

Aufgaben

• 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 Block Advisors products/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

Kenntnisse

Tax knowledge

5+ years exp

Complex returns

Client-facing

Communication

IRS/state rules

Ausbildung

Bachelor’s degree in accounting/finance

CPA or EA credential

High school diploma/GED

Tools

GoSystem

Ultrax

AI tools (Copilot/ChatGPT)

Jobbeschreibung

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses, conduct client interviews, and deliver personalized recommendations. This in-person role emphasizes building lasting client relationships and identifying tax-saving opportunities with Block Advisors products and services.

You'll work with a supportive team, leveraging industry-leading training and technology, while following IRS/state requirements and delivering a high level of