Senior Tax Advisor - In-Person, Client-Focused Expert

H&R Block, Inc.; Naperville (IL); On-site; USD 21,000 - 110,000; Full time

Benefits offered by this job

Incentive plan

Job summary

H&R Block, Inc. in Naperville, IL seeks a year-round Block Advisor Tax Advisor to prepare returns and advise clients in person. You will build trusted relationships, uncover savings opportunities, and leverage intensive training and technology to deliver service.

The role emphasizes complex individual and business returns, IRS support, and a consultative client relationship approach within a local office.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns, including tax planning and audit support.
• Experience in a client-facing, consultative, or advisory role.
• Must complete continuing education and meet IRS/state requirements.

Responsibilities

• Prepare complete tax returns for individuals and businesses with diverse situations.
• Conduct in-depth client interviews to assess finances and tax implications.
• Provide clear, personalized recommendations and identify savings opportunities.
• Provide IRS support and audit guidance to clients as needed.
• Collaborate with team members in a client-focused office environment.

Skills

Client-facing

Communication

Advisory role

Education

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

CPA or Enrolled Agent or IRS Circular 230 credential

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

AI-powered tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. in Naperville, IL seeks a year-round Block Advisor Tax Advisor to prepare returns and advise clients in person. You will build trusted relationships, uncover savings opportunities, and leverage intensive training and technology to deliver service.

The role emphasizes complex individual and business returns, IRS support, and a consultative client relationship approach within a local office.