Senior Tax Advisor | Year-Round Client Guidance & Savings

H&R Block, Inc.; Long Beach (CA); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for diverse clients and build lasting relationships. You will conduct in-depth client interviews, identify tax savings opportunities, and provide clear recommendations using industry-leading training and technology.

This in-person role is based in a local Block Advisors office. With 5+ years in tax preparation or related fields, you will handle complex individual and business returns, follow

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping
• Experience preparing complex individual and business returns, including tax planning and audit support
• Strong communication skills and ability to explain tax concepts clearly

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations
• Conduct in-depth client interviews to understand financials and tax implications
• Provide tax savings opportunities and advisory services to clients
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team members to maintain a positive client-focused office environment

Skills

Client-facing

Communication

Detail-oriented

Tax knowledge

IRS/state requirements

Education

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltrasTax

Microsoft Copilot/ChatGPT

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for diverse clients and build lasting relationships. You will conduct in-depth client interviews, identify tax savings opportunities, and provide clear recommendations using industry-leading training and technology.

This in-person role is based in a local Block Advisors office. With 5+ years in tax preparation or related fields, you will handle complex individual and business returns, follow