Strategic Tax Advisor for Complex Returns

H&R Block, Inc.; Lakewood Township (NJ); On-site; USD 22,000 - 110,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for individuals and businesses, conduct in-depth client interviews, and build lasting client relationships with opportunities for tax savings and product recommendations. This in-person role offers a competitive hourly rate and incentive plan.

You will collaborate with team members, provide IRS support and audit guidance, and contribute to a positive, client-focused office environment while delivering

Qualifications

• Strong verbal and written communication skills; able to explain tax concepts in client-friendly language.
• Experience in client-facing, consultative, or advisory roles.
• Proven ability to prepare complex individual and business tax returns, with planning and audit support.
• Enrollment in or completion of required IRS training or exams.

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 and tax implications; provide clear recommendations.
• Build year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and Block Advisors products.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members and maintain a positive, client-focused office environment.

Skills

Verbal communication

Written communication

Client-facing

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credentials

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for individuals and businesses, conduct in-depth client interviews, and build lasting client relationships with opportunities for tax savings and product recommendations. This in-person role offers a competitive hourly rate and incentive plan.

You will collaborate with team members, provide IRS support and audit guidance, and contribute to a positive, client-focused office environment while delivering