Senior Tax Advisor — In-Person, Complex Returns

H&R Block, Inc.; Bluffton (IN); On-site; USD 70,000 - 100,000; Full time

Job summary

H&R Block, Inc. in Indiana is seeking a year-round Tax Advisor to prepare complete returns for individuals and businesses, interview clients to understand financial situations, and provide personalized recommendations.

You will build year-round client relationships, identify tax savings opportunities, and offer IRS support as needed. This in-person role emphasizes a client-focused office environment and ongoing career growth.

Qualifications

• 5+ years of tax preparation, accounting, or bookkeeping experience.
• Experience with complex individual and business returns.
• Strong communication, both verbal and written.
• In-person, client-facing advisory role.
• Must meet IRS/state continuing education requirements.

Responsibilities

• Prepare complete tax returns for individuals and businesses.
• Interview clients to understand financial situations and provide recommendations.
• Identify tax savings opportunities and related Block Advisors products.
• Provide IRS support and audit guidance as needed.
• Collaborate with the team to maintain a client-focused office environment.

Skills

Tax prep experience

Client communication

Consultative advisory

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting or finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. in Indiana is seeking a year-round Tax Advisor to prepare complete returns for individuals and businesses, interview clients to understand financial situations, and provide personalized recommendations.

You will build year-round client relationships, identify tax savings opportunities, and offer IRS support as needed. This in-person role emphasizes a client-focused office environment and ongoing career growth.