Senior Tax Advisor for Complex Returns & Client Guidance

H&R Block, Inc.; Beachwood (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

H&R Block, Inc. is hiring a year‑round Block Advisor Tax Advisor to work in person at a local Block Advisors office in Ohio. You will prepare returns, interview clients, and provide personalized tax recommendations while building lasting client relationships.

With a focus on accuracy and client service, you will support IRS notices and leverage training and technology. Competitive hourly pay and an incentive plan reward impact as you grow tax expertise and client base.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual returns and business returns, including tax planning and audit support.
• Experience in a client-facing, consultative role.

Responsibilities

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

Skills

Tax preparation

Client advisory

IRS knowledge

Communication

Team collaboration

Education

Bachelor's degree in accounting/finance

High school diploma / GED

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is hiring a year‑round Block Advisor Tax Advisor to work in person at a local Block Advisors office in Ohio. You will prepare returns, interview clients, and provide personalized tax recommendations while building lasting client relationships.

With a focus on accuracy and client service, you will support IRS notices and leverage training and technology. Competitive hourly pay and an incentive plan reward impact as you grow tax expertise and client base.