Senior Tax Advisor for Complex Returns & Clients

H&R Block; San Jose (CA); On-site; USD 25,000 - 110,000; Full time

Job summary

H&R Block in San Jose, CA is seeking a year-round Block Advisor to prepare complete, accurate tax returns for individuals and businesses, conduct client interviews, and identify tax savings opportunities while delivering empathetic, consultative service in a local Block Advisors office.

You will provide IRS support, tax notice assistance, and audit guidance as needed, collaborate with teammates, and help build lasting client relationships backed by comprehensive training and competitive pay 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

Client interviews

Tax knowledge

Communication skills

IRS knowledge

Continued education

Education

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltrasTax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block in San Jose, CA is seeking a year-round Block Advisor to prepare complete, accurate tax returns for individuals and businesses, conduct client interviews, and identify tax savings opportunities while delivering empathetic, consultative service in a local Block Advisors office.

You will provide IRS support, tax notice assistance, and audit guidance as needed, collaborate with teammates, and help build lasting client relationships backed by comprehensive training and competitive pay and