Tax Advisor: Complex Returns & Client Advisory

H&R Block, Inc.; Asheville (NC); On-site; USD 34,000 - 55,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Comprehensive training

Job summary

H&R Block, Inc. invites a year-round Tax Advisor to prepare complete returns for individuals and businesses, interview clients to understand financial situations, and uncover savings opportunities using Block's training and technology.

This in-person role at a local Block Advisors office emphasizes empathetic, consultative service and ongoing client relationships, with a competitive hourly rate and an incentive plan to reward impact as you grow tax expertise.

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 preparation

Client-facing

Communication

IRS/state compliance

Audit support

Tax knowledge assessment

Education

High school diploma / GED

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. invites a year-round Tax Advisor to prepare complete returns for individuals and businesses, interview clients to understand financial situations, and uncover savings opportunities using Block's training and technology.

This in-person role at a local Block Advisors office emphasizes empathetic, consultative service and ongoing client relationships, with a competitive hourly rate and an incentive plan to reward impact as you grow tax expertise.