Senior Tax Advisor: Complex Returns & Year‑Round Service

H&R Block, Inc.; Brentwood (MO); On-site; USD 34,000 - 55,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor in Missouri to prepare returns, interview clients, and identify tax savings opportunities.

The role emphasizes building lasting client relationships with strong training and an incentive plan, in-person at a local Block Advisors office. You will handle complex individual and business returns, provide IRS support, and work with a team to maintain a client-focused office environment while staying compliant with IRS/state

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 advisory experience

Strong communication skills

Tax knowledge and planning

Explain tax concepts clearly

Team collaboration

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor in Missouri to prepare returns, interview clients, and identify tax savings opportunities.

The role emphasizes building lasting client relationships with strong training and an incentive plan, in-person at a local Block Advisors office. You will handle complex individual and business returns, provide IRS support, and work with a team to maintain a client-focused office environment while staying compliant with IRS/state