Senior Tax Advisor — In-Person Client Advisory & Growth

H & R Block Advisors; Savoy (IL); On-site; USD 34,000 - 69,000; Full time

Job summary

H&R Block Advisors is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business services with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships, supported by training and an incentive plan.

This is an in-person role at a local Block Advisors office. You will interview clients, prepare returns for individuals and small businesses, and provide IRS support while collaborating with a

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns.
• Experience in client-facing, consultative or advisory roles.
• Strong verbal and written communication; explain tax concepts clearly.
• Must complete continuing education and meet 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, 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-facing experience

Communication skills

IRS/state requirements

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block Advisors is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business services with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships, supported by training and an incentive plan.

This is an in-person role at a local Block Advisors office. You will interview clients, prepare returns for individuals and small businesses, and provide IRS support while collaborating with a