Senior Tax Advisor — In-Person Client Advisory

H&R Block, Inc.; Savannah (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

H&R Block is hiring a year-round Block Advisor Tax Advisor to prepare complete, accurate tax returns for clients with complex tax situations, including individuals and businesses.

You will conduct in-depth client interviews, provide personalized recommendations, and help clients maximize savings opportunities while building lasting relationships through consultative service and responsive communication.

Qualifications

• Experience preparing complex individual and business returns with tax planning capabilities.
• Strong ability to interview clients to understand financial situations and explain tax concepts clearly.
• Active compliance with IRS/state requirements and continuing education.

Responsibilities

• Prepare complete, accurate tax returns for diverse client situations.
• Conduct in-depth client interviews to understand changes and implications.
• Provide audit support, notices resolution, and IRS assistance as needed.
• Build year-round client relationships with empathetic, consultative service.

Skills

Client-facing experience

Communication skills

Tax knowledge

Education

Bachelor's degree in related field

CPA or EA (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is hiring a year-round Block Advisor Tax Advisor to prepare complete, accurate tax returns for clients with complex tax situations, including individuals and businesses.

You will conduct in-depth client interviews, provide personalized recommendations, and help clients maximize savings opportunities while building lasting relationships through consultative service and responsive communication.