Tax Advisor — Client-Focused Tax Planning & Returns

H&R Block; Summerville (SC); On-site; USD 65,000 - 90,000; Full time

Job summary

H&R Block in the United States is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate returns for individuals and businesses. You will interview clients, identify tax-saving opportunities, and provide personalized recommendations backed by comprehensive training and technology.

This-in-person role offers a competitive hourly rate and an opportunity to build lasting client relationships. Join a team focused on empathetic, consultative service, IRS support, and guidance while

Qualifications

• Successful completion of the H&R 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, 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

Tax expertise

Client advisory

IRS regulations knowledge

Communication

Audit support

Education

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

CPA or Enrolled Agent (EA) certification

High school diploma / GED

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block in the United States is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate returns for individuals and businesses. You will interview clients, identify tax-saving opportunities, and provide personalized recommendations backed by comprehensive training and technology.

This-in-person role offers a competitive hourly rate and an opportunity to build lasting client relationships. Join a team focused on empathetic, consultative service, IRS support, and guidance while