Tax Advisor: Complex Returns & Client Advisory

H&R Block, Inc.; Woodbury (MN); On-site; USD 17,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Tax Advisor to prepare complex individual and business returns, interview clients to assess tax implications, and provide personalized recommendations.

The role emphasizes building long-term client relationships, delivering tax savings opportunities, and collaborating with a team in an in-person Block Advisors office in Minnesota. Required qualifications include successful completion of the H&R Block Tax Knowledge Assessment, 5+ years of tax-related

Qualifications

• Experience in client-facing advisory roles and tax planning.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Completion of H&R Block Tax Knowledge Assessment required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and implications.
• Provide year-round advisory service and identify tax savings opportunities.

Skills

Client-facing

Communication skills

Tax knowledge

Education

Bachelor's degree in accounting/finance

High school diploma or GED

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a year-round Tax Advisor to prepare complex individual and business returns, interview clients to assess tax implications, and provide personalized recommendations.

The role emphasizes building long-term client relationships, delivering tax savings opportunities, and collaborating with a team in an in-person Block Advisors office in Minnesota. Required qualifications include successful completion of the H&R Block Tax Knowledge Assessment, 5+ years of tax-related