Senior Tax Advisor — Year-Round Client Solutions

H&R Block, Inc.; Surprise (AZ); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Incentive plan

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business situations with confidence.

You'll prepare accurate returns, uncover savings opportunities, and build lasting client relationships using top training and technology, and a competitive hourly rate with an incentive plan. This in-person role at a local Block Advisors office emphasizes thorough client interviews, personalized recommendations, and IRS support as needed, while

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping
• Experience preparing complex individual returns and business returns
• Experience working in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent

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

Client-facing experience

Excellent communication

Interviewing clients

Education

High school diploma / GED / equivalent

Tools

GoSystem software

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business situations with confidence.

You'll prepare accurate returns, uncover savings opportunities, and build lasting client relationships using top training and technology, and a competitive hourly rate with an incentive plan. This in-person role at a local Block Advisors office emphasizes thorough client interviews, personalized recommendations, and IRS support as needed, while