Senior Tax Advisor for Complex Returns & Client Guidance

H&R Block, Inc.; West Goshen Township (PA); On-site; USD 34,000 - 55,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business services with confidence. You'll prepare returns, uncover savings, and build lasting relationships, supported by training, technology, a competitive hourly rate, and an incentive plan.

This in-person role at a local Block Advisors office emphasizes client-facing consulting, collaboration, and delivering personalized tax guidance while earning a competitive hourly rate.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual returns and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Ability to explain tax concepts in client-friendly language.
• 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

Accounting

Finance

Bookkeeping

Client-facing

Communication

IRS regulations

Education

High school diploma

Bachelor's degree

CPA/EA credential

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business services with confidence. You'll prepare returns, uncover savings, and build lasting relationships, supported by training, technology, a competitive hourly rate, and an incentive plan.

This in-person role at a local Block Advisors office emphasizes client-facing consulting, collaboration, and delivering personalized tax guidance while earning a competitive hourly rate.