Senior Tax Advisor: Year-Round Client Guidance

H&R Block, Inc.; Rochester Hills (MI); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complex tax returns and counsel clients in person at a local Block Advisors office. You will interview clients, identify savings opportunities, and foster lasting relationships with accuracy and empathy.

You will provide IRS notice support, audit guidance, and collaborate with teammates to maintain a high-performance, client-focused office environment.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns.
• Client-facing, consultative or advisory experience.
• Ability to explain tax concepts in client-friendly language.
• Must complete continuing education and state/IRS requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to understand financials and tax implications.
• Build year-round client relationships and identify savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance.
• Collaborate with team members and contribute to a positive office environment.

Skills

Client communication

Tax knowledge

Interviewing clients

Team collaboration

IRS/state requirements

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. is seeking a year-round Block Advisor Tax Advisor to prepare complex tax returns and counsel clients in person at a local Block Advisors office. You will interview clients, identify savings opportunities, and foster lasting relationships with accuracy and empathy.

You will provide IRS notice support, audit guidance, and collaborate with teammates to maintain a high-performance, client-focused office environment.