Senior Tax Advisor: Year-Round Client Partner

H&R Block; Edina (MN); On-site; USD 16,000 - 110,000; Full time

Job summary

H&R Block in Edina, MN is seeking a year-round Block Advisor to prepare accurate tax returns for clients with complex situations, including individuals and business entities. You will interview clients to uncover life changes and tax implications and offer clear, personalized recommendations.

You will build lasting client relationships with empathetic, consultative service, identify tax savings opportunities, and leverage Block Advisors products.

Qualifications

• 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 and business returns, including tax planning, audit support, and tax notice resolution.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; ability to explain tax concepts clearly.
• Must complete continuing education and meet all other IRS and applicable state requirements.

Responsibilities

• 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 relevant Block Advisors products and services.
• 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.

Skills

Tax knowledge

Client communication

Tax preparation

Audit support

IRS rules

Consultative approach

Education

Bachelor's degree in accounting or finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools familiarity

Microsoft Copilot

ChatGPT

Job description

H&R Block in Edina, MN is seeking a year-round Block Advisor to prepare accurate tax returns for clients with complex situations, including individuals and business entities. You will interview clients to uncover life changes and tax implications and offer clear, personalized recommendations.

You will build lasting client relationships with empathetic, consultative service, identify tax savings opportunities, and leverage Block Advisors products.