Senior Tax Advisor — In-Person, Client-Focused

H&R Block; Kailua (HI); On-site; USD 22,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Job summary

H&R Block is seeking a Tax Advisor who will prepare complex tax returns for individuals and businesses, conduct client interviews to assess financial situations, and offer personalized recommendations. You will build year-round client relationships and provide audit support when needed, supported by strong training and technology.

The role is in-person at a local Block Advisors office, with opportunities to earn based on performance and incentive plans.

Qualifications

• Tax Knowledge Assessment completion required.
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns, including tax planning, audit support, and tax notices.

Responsibilities

• Prepare complete, accurate tax returns for diverse and complex situations.
• Conduct in-depth client interviews to understand finances and tax implications, then provide recommendations.
• Build year-round client relationships with empathetic, consultative service and identify tax savings opportunities.

Skills

Tax knowledge

Client-facing

Communication

IRS/state requirements

Education

Bachelor's degree in accounting/finance

HS diploma or GED

CPA or EA credential

Tools

GoSystem

UltrasTax

Job description

H&R Block is seeking a Tax Advisor who will prepare complex tax returns for individuals and businesses, conduct client interviews to assess financial situations, and offer personalized recommendations. You will build year-round client relationships and provide audit support when needed, supported by strong training and technology.

The role is in-person at a local Block Advisors office, with opportunities to earn based on performance and incentive plans.