Tax Advisor: Complex Returns & Client Advisory

H&R Block, Inc.; Wallingford (CT); On-site; USD 65,000 - 90,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complete and accurate tax returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations.

This in-person role emphasizes building year‑round client relationships and offering tax savings opportunities through Block Advisors products and services. The ideal candidate has 5+ years in tax-related fields, strong communication skills, and a commitment to ongoing IRS/state

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 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-facing

Communication skills

Consultative/advisory experience

Education

High school diploma / GED / equivalent

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

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

IRS credentials familiarity (Circular 230)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complete and accurate tax returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations.

This in-person role emphasizes building year‑round client relationships and offering tax savings opportunities through Block Advisors products and services. The ideal candidate has 5+ years in tax-related fields, strong communication skills, and a commitment to ongoing IRS/state