Tax Advisor – Client Advisory & Returns (In-Person)

H&R Block, Inc.; Cupertino (CA); On-site; USD 39,000 - 166,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Tax Advisor to prepare complete tax returns for clients with diverse situations and to build lasting relationships through empathetic, consultative service.

This in-person role emphasizes expert guidance, savings opportunities, and collaboration within a local Block Advisors office. The ideal candidate has 5+ years in tax preparation, strong communication skills, and meets IRS/state requirements.

Qualifications

• Experience in tax preparation for individuals and businesses.
• Ability to interview clients to understand financial situations and tax implications.
• Strong communication to explain tax concepts plainly.
• Must meet IRS/state requirements and continue education.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations.
• Provide tax-saving recommendations and client advisory services.
• Offer IRS support, notices, and audit guidance as needed.
• Collaborate with team to maintain a client-focused office.

Skills

Client-facing

Communication

IRS/state requirements

Education

High school diploma

Bachelor's degree

CPA or EA

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a year-round Tax Advisor to prepare complete tax returns for clients with diverse situations and to build lasting relationships through empathetic, consultative service.

This in-person role emphasizes expert guidance, savings opportunities, and collaboration within a local Block Advisors office. The ideal candidate has 5+ years in tax preparation, strong communication skills, and meets IRS/state requirements.