Senior Tax Advisor for Complex Returns & Client Advisory

H&R Block; Jackson (MS); On-site; USD 30,000 - 50,000; Full time

Job summary

H&R Block seeks a year-round Block Advisor to prepare accurate tax returns for individuals and businesses, interviewing clients to uncover life changes and tax implications. You will deliver personalized recommendations and build lasting relationships, supported by industry-leading training, technology, and competitive pay with incentives.

This role is in-person at a local Block Advisors office, offering ongoing development and opportunities to use AI-powered tools to enhance client service and

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

Tax knowledge

Tax prep

Client advisory

Communication skills

IRS/state requirements

Education

High school diploma or GED

Tools

GoSystem

Ultratax

Copilot/ChatGPT AI tools

Job description

H&R Block seeks a year-round Block Advisor to prepare accurate tax returns for individuals and businesses, interviewing clients to uncover life changes and tax implications. You will deliver personalized recommendations and build lasting relationships, supported by industry-leading training, technology, and competitive pay with incentives.

This role is in-person at a local Block Advisors office, offering ongoing development and opportunities to use AI-powered tools to enhance client service and