Tax Advisor — Client-Centric Tax Prep & Planning

H&R Block, Inc.; Trinity (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor for an in-person role in Trinity, FL. You will prepare accurate returns for individuals and businesses, interview clients to assess tax impacts, and offer personalized recommendations to maximize savings.

You’ll work with training and technology, earning a competitive hourly rate with an incentive plan for impact and client service excellence. The role emphasizes building lasting client relationships, delivering empathetic tax guidance,

Qualifications

• 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, including the ability to explain tax concepts in client-friendly language.
• 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 preparation

Client interviewing

IRS guidance

Communication

Regulatory compliance

Education

High school diploma

Bachelor's degree in accounting/finance

Tools

GoSystem Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor for an in-person role in Trinity, FL. You will prepare accurate returns for individuals and businesses, interview clients to assess tax impacts, and offer personalized recommendations to maximize savings.

You’ll work with training and technology, earning a competitive hourly rate with an incentive plan for impact and client service excellence. The role emphasizes building lasting client relationships, delivering empathetic tax guidance,