Senior Tax & Client Advisor (In-Person)

H&R Block, Inc.; Vienna (VA); On-site; USD 23,000 - 40,000; Full time

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 will prepare accurate returns, uncover savings opportunities, and build lasting client relationships using our training and technology in a local Block Advisors office. This in-person role emphasizes client interviews, tax planning, and delivering empathetic, consultative service.

Qualifications

• Successful completion of the HR 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 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

Communication skills

Tax knowledge assessment

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

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 will prepare accurate returns, uncover savings opportunities, and build lasting client relationships using our training and technology in a local Block Advisors office. This in-person role emphasizes client interviews, tax planning, and delivering empathetic, consultative service.