Senior Tax Advisor — In-Person, Client-Focused

H&R Block, Inc.; San Jose (CA); On-site; USD 25,000 - 110,000; Full time

Job summary

H&R Block in San Jose, CA is seeking a year-round Tax Advisor to prepare complex returns and advise clients. In this in-person role, you’ll use industry-leading training and technology to uncover savings opportunities and build lasting client relationships.

You will interview clients, provide IRS support, and collaborate with a team in a client-focused office, with an incentive plan tied to impact and performance.

Qualifications

• 5+ years of experience in tax preparation or related fields
• Experience preparing complex individual and business returns
• Client-facing, consultative advisory experience
• Strong verbal and written communication; ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements

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
• Build year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members and contribute to a positive client-focused office environment

Skills

Client-facing experience

Strong verbal and writtencommunication

Advisory role experience

Explain tax concepts clearly

Education

High school diploma / GED / equivalent

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

Tools

GoSystem or Ultratax software

Job description

H&R Block in San Jose, CA is seeking a year-round Tax Advisor to prepare complex returns and advise clients. In this in-person role, you’ll use industry-leading training and technology to uncover savings opportunities and build lasting client relationships.

You will interview clients, provide IRS support, and collaborate with a team in a client-focused office, with an incentive plan tied to impact and performance.