Senior Tax Advisor - In-Person, Year-Round Impact

H&R Block; Pasadena (MD); Presencial; USD 23.000 - 40.000; Jornada completa

Descripción de la vacante

H&R Block is seeking a year-round Block Advisor to prepare complete and accurate tax returns for individuals and businesses, conducting in-depth client interviews and delivering personalized recommendations. The role emphasizes building long-term client relationships and identifying tax savings opportunities with Block Advisors products and services.

As an in-person position at a local Block Advisors office, you will collaborate with team members, provide IRS support, and participate in a

Formación

• Successful completion of the H&R 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
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent

Responsabilidades

• 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 Block Advisors products
• 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

Conocimientos

Verbal and written communication

Tax preparation experience

Client-facing advisory experience

Educación

High school diploma / GED / equivalent

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

Herramientas

GoSystem or Ultratax

AI tools (Copilot, ChatGPT)

Descripción del empleo

H&R Block is seeking a year-round Block Advisor to prepare complete and accurate tax returns for individuals and businesses, conducting in-depth client interviews and delivering personalized recommendations. The role emphasizes building long-term client relationships and identifying tax savings opportunities with Block Advisors products and services.

As an in-person position at a local Block Advisors office, you will collaborate with team members, provide IRS support, and participate in a