Tax Advisor: Complex Returns & Strategic Client Advisory

H&R Block; Houston (TX); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Job summary

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to help clients navigate complex tax and business services with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by training, technology, and an incentive plan that rewards your impact as you grow your tax expertise and serve clients.

This role is in-person at a local Block Advisors office and supports diverse client needs with guidance on IRS matters and

Qualifications

• 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.
• Must complete continuing education and meet all IRS and 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

Communication skills

Client-facing experience

Tax knowledge

Education

High school diploma

Bachelor's degree in accounting/finance

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to help clients navigate complex tax and business services with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by training, technology, and an incentive plan that rewards your impact as you grow your tax expertise and serve clients.

This role is in-person at a local Block Advisors office and supports diverse client needs with guidance on IRS matters and