Senior Tax Advisor — In-Office, Client-Focused

H&R Block, Inc.; Pennsylvania; Hybrid; USD 55,000 - 75,000; 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.

You will prepare complete returns, conduct client interviews, and offer personalized recommendations using industry-leading training and technology. In a local in-person Block Advisors office in Pennsylvania, you will build lasting client relationships, identify tax savings opportunities, provide IRS support when needed, and collaborate with a supportive team to drive

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 preparation

Client interviewing

Communication

IRS knowledge

Audit support

Education

High school diploma

Bachelor's degree (preferred)

CPA or EA (preferred)

Tools

GoSystem

UltraTax

AI tools

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business services.

You will prepare complete returns, conduct client interviews, and offer personalized recommendations using industry-leading training and technology. In a local in-person Block Advisors office in Pennsylvania, you will build lasting client relationships, identify tax savings opportunities, provide IRS support when needed, and collaborate with a supportive team to drive