Senior Tax Advisor for Complex Returns & Client Advisory

H&R Block; Rochester Hills (MI); On-site; USD 28,000 - 48,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Life balance support

Job summary

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate returns for individuals and businesses, conduct client interviews, and offer personalized tax savings opportunities using our training and technology. This in-person role at a local Block Advisors office emphasizes building trusted client relationships and delivering empathetic service.

The position requires experience in tax preparation, client-facing advisory roles, and strong communication skills, with ongoing

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

Client advisory

Communication

Client interviewing

Consultative service

Education

High school diploma or GED

Tools

GoSystem

UltraTax

AI tools

Job description

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate returns for individuals and businesses, conduct client interviews, and offer personalized tax savings opportunities using our training and technology. This in-person role at a local Block Advisors office emphasizes building trusted client relationships and delivering empathetic service.

The position requires experience in tax preparation, client-facing advisory roles, and strong communication skills, with ongoing