Senior Tax Advisor - In-Person, Client-Focused

H&R Block, Inc.; Saginaw (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare complete and accurate tax returns for clients, conduct in-depth interviews, and deliver personalized tax recommendations. This in-person role emphasizes client relationships and year-round service, with IRS support and audit guidance as needed.

The successful candidate will have 5+ years in tax-related roles, strong communication skills, and a commitment to continuing education and state requirements, working in a local

Qualifications

• 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 in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills and ability to 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
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide clear, personalized recommendations and build year-round client relationships
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team members and maintain a positive, client-focused office environment

Skills

Client-facing

Communication

Tax knowledge

Attention to detail

Problem solving

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA) or IRS credentials

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare complete and accurate tax returns for clients, conduct in-depth interviews, and deliver personalized tax recommendations. This in-person role emphasizes client relationships and year-round service, with IRS support and audit guidance as needed.

The successful candidate will have 5+ years in tax-related roles, strong communication skills, and a commitment to continuing education and state requirements, working in a local