Senior Tax Advisor for Complex Returns & Client Care

H&R Block, Inc.; Evergreen (CO); On-site; USD 21,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Comprehensive benefits

In-person office

Job summary

H&R Block, Inc. invites applications for a year-round Block Advisor Tax Advisor.

This in-person role at a local Block Advisors office focuses on preparing complete tax returns, conducting client interviews, and delivering personalized recommendations to maximize savings while building lasting client relationships. Ideal candidates bring 5+ years of tax, accounting, or bookkeeping experience, strong communication skills, and readiness to meet IRS/state requirements.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns, including tax planning and audit support.
• Strong client-facing and advisory capabilities with clear communication.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews to understand finances and tax implications.
• Identify tax savings opportunities and relevant Block Advisors products and services.
• Provide IRS support and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Experience in tax prep

Client-facing advisory

Strong communication

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance

Tools

GoSystem/Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. invites applications for a year-round Block Advisor Tax Advisor.

This in-person role at a local Block Advisors office focuses on preparing complete tax returns, conducting client interviews, and delivering personalized recommendations to maximize savings while building lasting client relationships. Ideal candidates bring 5+ years of tax, accounting, or bookkeeping experience, strong communication skills, and readiness to meet IRS/state requirements.