Senior Tax Advisor — In-Person, Client-Focused

H&R Block, Inc.; Sacramento (CA); On-site; USD 66,000 - 110,000; Full time

Job summary

H&R Block, Inc. in Sacramento, CA seeks a year-round Block Advisor Tax Advisor to prepare accurate returns and advise clients on tax matters. You'll interview clients, identify savings opportunities, and deliver personalized recommendations using our training and technology.

In this in-person role, you will help clients with individual and business returns, provide IRS support, and collaborate with a supportive team in a busy office environment. Competitive pay and incentive plan are offered.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns, including tax planning and audit support.
• Client-facing, consultative, or advisory experience.
• Strong verbal and written communication, able to explain tax concepts clearly to clients.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED-equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to understand financials and tax implications.
• Build year-round client relationships with empathy and consultative service.
• Provide IRS support, tax notice assistance, and audit guidance.
• Collaborate with team and contribute to a positive office environment.

Skills

Tax knowledge assessment

Tax preparation experience

Complex returns

Client-facing

Communication skills

Continuing education

High school diploma

Education

HS diploma/GED

Bachelor’s degree in accounting/finance

CPA/EA credential

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. in Sacramento, CA seeks a year-round Block Advisor Tax Advisor to prepare accurate returns and advise clients on tax matters. You'll interview clients, identify savings opportunities, and deliver personalized recommendations using our training and technology.

In this in-person role, you will help clients with individual and business returns, provide IRS support, and collaborate with a supportive team in a busy office environment. Competitive pay and incentive plan are offered.