Senior Tax Advisor — In-Person Client Guidance

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

Benefits offered by this job

Competitive pay

Comprehensive benefits

401(k) plan

Life-long learning support

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor who helps clients navigate complex tax and business services with confidence.

You will prepare accurate returns, uncover savings opportunities, and deepen client relationships using our training and technology; this is an in-person role at a local Block Advisors office. Responsibilities include preparing complete tax returns for individuals and businesses, conducting in-depth client interviews, offering personalized

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns including planning and notices.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication, able to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to understand financial situations and implications.
• 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-facing

Communication

Advisory

Education

High school diploma/GED

Bachelor's degree (preferred)

CPA/EA or IRS credentials

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor who helps clients navigate complex tax and business services with confidence.

You will prepare accurate returns, uncover savings opportunities, and deepen client relationships using our training and technology; this is an in-person role at a local Block Advisors office. Responsibilities include preparing complete tax returns for individuals and businesses, conducting in-depth client interviews, offering personalized