Senior Tax Advisor — In-Person Client Guidance & Savings

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

Benefits offered by this job

Medical coverage

401(k)

Employee assistance program

Fitness center programs

Associate discount program

Business travel accident insurance

Associate tax prep benefit

Job summary

H&R Block is seeking a year-round Tax Advisor to prepare complex tax returns for individuals and businesses, interview clients, and offer personalized tax-saving recommendations. The role emphasizes client relationships, IRS support, and collaboration within a supportive office environment.

In-person at a local Block Advisors office, with training, competitive hourly pay, and an incentive plan to reward impact as tax expertise grows.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• 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 working in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet all other IRS and applicable state requirements.
• High school diploma / GED / equivalent

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns.
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations.
• Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Skills

Tax knowledge assessment

5+ years experience

Complex returns

Client-facing

Communication skills

Continuing education

HS diploma

Education

Bachelor’s degree in accounting/finance

CPA or EA (preferred)

GoSystem/Ultratax familiarity

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Tax Advisor to prepare complex tax returns for individuals and businesses, interview clients, and offer personalized tax-saving recommendations. The role emphasizes client relationships, IRS support, and collaboration within a supportive office environment.

In-person at a local Block Advisors office, with training, competitive hourly pay, and an incentive plan to reward impact as tax expertise grows.