Tax Advisor & Client Solutions Pro (In-Person)

H&R Block; Silver Spring (MD); On-site; USD 25,000 - 40,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Incentive plan

Job summary

H&R Block is hiring a year-round Block Advisor (Tax Advisor) to prepare accurate returns for individuals and businesses and to build lasting client relationships. You will conduct client interviews, identify tax savings opportunities, provide IRS support when needed, and collaborate with a team in a local Block Advisors office. Training and technology support are provided, with a competitive hourly rate and an incentive plan.

This role is in-person at a local Block Advisors office.

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

Client interviews

Verbal communication

Written communication

Consultative advisory

Education

High school diploma / GED

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

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

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is hiring a year-round Block Advisor (Tax Advisor) to prepare accurate returns for individuals and businesses and to build lasting client relationships. You will conduct client interviews, identify tax savings opportunities, provide IRS support when needed, and collaborate with a team in a local Block Advisors office. Training and technology support are provided, with a competitive hourly rate and an incentive plan.

This role is in-person at a local Block Advisors office.