Senior Tax Advisor - In-Person, Client-Centric Growth

H&R Block; Columbus (IN); On-site; USD 42,000 - 56,000; Full time

Job summary

H&R Block Indianapolis is seeking a year-round Block Advisor Tax Advisor to prepare complete, accurate returns for individuals and businesses while conducting in-depth client interviews to uncover tax implications and opportunities.

You will build lasting client relationships through empathetic, consultative service, provide IRS support when needed, and collaborate with a supportive team in a client-focused office environment.

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; 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 experience

Client-facing

Communication skills

IRS/state requirements

Education

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

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block Indianapolis is seeking a year-round Block Advisor Tax Advisor to prepare complete, accurate returns for individuals and businesses while conducting in-depth client interviews to uncover tax implications and opportunities.

You will build lasting client relationships through empathetic, consultative service, provide IRS support when needed, and collaborate with a supportive team in a client-focused office environment.