Senior Tax Advisor: Complex Returns & Year-Round Advisory

H&R Block; Palm Harbor (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

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

You will build lasting client relationships, identify tax savings opportunities, offer Block Advisors products, provide IRS support and audit guidance, and collaborate with a supportive team in a local office.

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 explaining tax concepts clearly.
• Must complete continuing education and meet IRS/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

Strong verbal and written comms

Client-focused advisory

IRS/state compliance

Tax knowledge

Interviewing & consultative

Education

High school diploma or GED

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

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

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

You will build lasting client relationships, identify tax savings opportunities, offer Block Advisors products, provide IRS support and audit guidance, and collaborate with a supportive team in a local office.