Tax Advisor: Complex Returns & Client Advisory

H&R Block; Bloomington (IN); On-site; USD 55,000 - 75,000; Full time

Job summary

H&R Block in Bloomington, IN is seeking a year-round Block Advisor (Tax Advisor) to prepare complete, accurate returns for individuals and businesses, conduct client interviews, and provide personalized recommendations. You will build lasting client relationships, uncover tax savings opportunities, and support clients with IRS notices and audit guidance.

This is an in-person role 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

Tax knowledge

Client-facing

Communication

Continuing education

Diploma/Equivalent

Education

Bachelor’s degree in accounting/finance

CPA or EA or IRS credentials (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block in Bloomington, IN is seeking a year-round Block Advisor (Tax Advisor) to prepare complete, accurate returns for individuals and businesses, conduct client interviews, and provide personalized recommendations. You will build lasting client relationships, uncover tax savings opportunities, and support clients with IRS notices and audit guidance.

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