Senior Tax Advisor — In-Office, Client-Focused & Impact

H&R Block, Inc.; Charleston (SC); On-site; USD 30,000 - 47,000; Full time

Job summary

H&R Block, Inc. seeks a year-round Block Advisor Tax Advisor in Charleston, SC to prepare returns, interview clients, and deliver tailored tax guidance.

This in-person role rewards expertise with training and an incentive plan while fostering long-term client relationships. The ideal candidate has 5+ years in tax preparation or related fields, strong communication skills, and a commitment to ongoing IRS/state education.

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
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, including ability to explain tax concepts
• Must complete continuing education and meet all IRS/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 and tax implications
• Provide clear, personalized recommendations and build lasting client relationships
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members to maintain a positive, client-focused office environment

Skills

Communication skills

Client-facing advisory

Tax knowledge

Explain tax concepts clearly

Attention to detail

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

Tools

GoSystem

UltraTax

AI-powered tools awareness

Job description

H&R Block, Inc. seeks a year-round Block Advisor Tax Advisor in Charleston, SC to prepare returns, interview clients, and deliver tailored tax guidance.

This in-person role rewards expertise with training and an incentive plan while fostering long-term client relationships. The ideal candidate has 5+ years in tax preparation or related fields, strong communication skills, and a commitment to ongoing IRS/state education.