Senior Tax Advisor — In-Person Client Guidance & Savings

H&R Block, Inc.; Winchester (VA); Sur place; USD 18 000 - 110 000; Plein temps

Résumé du poste

H&R Block is seeking a year-round Tax Advisor to guide clients through complex tax situations in person at a local Block Advisors office. The role focuses on preparing accurate returns, interviewing clients, and offering personalized recommendations to uncover savings while building lasting relationships.

Candidates should have 5+ years in tax preparation or related fields, strong communication skills, and the ability to explain tax concepts clearly.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business tax returns.
• Strong client-facing, consultative communication skills.
• Ability to explain tax concepts clearly to clients.

Responsabilités

• 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

Connaissances

Tax knowledge

Client-facing

Communication skills

IRS requirements

Formation

High school diploma or GED

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

Outils

GoSystem

UltraTax

Description du poste

H&R Block is seeking a year-round Tax Advisor to guide clients through complex tax situations in person at a local Block Advisors office. The role focuses on preparing accurate returns, interviewing clients, and offering personalized recommendations to uncover savings while building lasting relationships.

Candidates should have 5+ years in tax preparation or related fields, strong communication skills, and the ability to explain tax concepts clearly.