Senior Tax Advisor for Complex Returns

H&R Block, Inc.; Pleasanton (CA); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block in Pleasanton, CA is seeking a year-round Block Advisor Tax Advisor to guide clients through complex tax and business scenarios with confidence. You’ll prepare returns, interview clients, and identify tax savings opportunities using our training and technology, with a competitive hourly rate and incentive plans.

You will deliver empathetic, consultative service, provide IRS support, and collaborate with teammates to maintain a client-focused office environment while staying compliant

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.
• 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

Tax preparation

Client advisory

IRS knowledge

Communication

Attention to detail

Education

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem or UltraTax

Job description

H&R Block in Pleasanton, CA is seeking a year-round Block Advisor Tax Advisor to guide clients through complex tax and business scenarios with confidence. You’ll prepare returns, interview clients, and identify tax savings opportunities using our training and technology, with a competitive hourly rate and incentive plans.

You will deliver empathetic, consultative service, provide IRS support, and collaborate with teammates to maintain a client-focused office environment while staying compliant