Senior Tax Advisor – In-Person, Year‑Round Client Partner

H&R Block, Inc.; Shelby Township (MI); On-site; USD 60,000 - 90,000; Full time

Job summary

H&R Block is seeking a year-round Tax Advisor to prepare accurate returns, interview clients, and deliver consultative tax guidance. This in-person role emphasizes building lasting client relationships and identifying savings opportunities, supported by training and technology.

The position involves IRS support, audit guidance, and collaboration with teammates to maintain a positive office culture and high client satisfaction at a local Block Advisors office.

Qualifications

• H&R Block Tax Knowledge Assessment completed
• 5+ years in tax prep, accounting, finance, or bookkeeping
• Experience with complex individual and business returns, planning, audit support, and notices
• Client-facing, consultative/advisory experience
• Strong verbal and written communication; explain tax concepts clearly
• Must meet continuing education and IRS/state requirements
• High school diploma or equivalent

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand finances and tax implications
• Deliver empathetic, consultative service and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team and contribute to a client-focused office environment

Skills

Tax advisory

Client interviews

Communication

IRS/audit support

Consultative service

Education

Bachelor’s degree in accounting/finance or related field

High school diploma / GED

Tools

GoSystem

Ultratax

AI-powered tools (e.g., Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Tax Advisor to prepare accurate returns, interview clients, and deliver consultative tax guidance. This in-person role emphasizes building lasting client relationships and identifying savings opportunities, supported by training and technology.

The position involves IRS support, audit guidance, and collaboration with teammates to maintain a positive office culture and high client satisfaction at a local Block Advisors office.