Senior Tax Advisor — In-Person Client-Focused Expert

H&R Block, Inc.; Ocala (FL); On-site; USD 45,000 - 75,000; Full time

Job summary

H&R Block, Inc. seeks a year-round Block Advisor Tax Advisor to prepare accurate returns and uncover savings for clients in Ocala, FL. In-person role with a strong emphasis on building year-round client relationships through consultative service.

You will conduct client interviews, explain tax concepts clearly, and collaborate with a team to deliver careful, compliant tax services and access Block Advisors products.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business tax returns.
• Ability to explain tax concepts in client-friendly language.
• Willingness to complete continuing education and IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to understand finances and life changes.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office.

Skills

Client communication

Interviewing clients

Tax concepts explanation

Education

Bachelor's degree in accounting or related field

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. seeks a year-round Block Advisor Tax Advisor to prepare accurate returns and uncover savings for clients in Ocala, FL. In-person role with a strong emphasis on building year-round client relationships through consultative service.

You will conduct client interviews, explain tax concepts clearly, and collaborate with a team to deliver careful, compliant tax services and access Block Advisors products.