Senior Tax Advisor — In-Person Client Advisory & Prep

H&R Block, Inc.; Folsom (CA); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for individuals and businesses in a California office.

You will interview clients to understand financial situations and provide personalized recommendations to optimize tax outcomes. You will build year-round client relationships by delivering empathetic, consultative service, identifying tax savings opportunities and cross-selling Block products.

Qualifications

• 5+ years of experience in tax preparation or related fields.
• Experience handling complex individual and business returns.
• Strong client-facing advisory experience.
• Must meet IRS/state requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare accurate tax returns for individuals and businesses.
• Conduct client interviews to assess financial situations.
• Identify tax savings opportunities and recommend Block products.
• Provide IRS support and audit guidance as needed.
• Collaborate with team in a client-focused office.

Skills

Client-facing communication

Tax knowledge

Interviewing clients

Attention to detail

Educating clients

Education

High school diploma / GED

Bachelor’s degree in accounting or related field

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for individuals and businesses in a California office.

You will interview clients to understand financial situations and provide personalized recommendations to optimize tax outcomes. You will build year-round client relationships by delivering empathetic, consultative service, identifying tax savings opportunities and cross-selling Block products.