Tax Advisor: Complex Returns, Trusted Client Advisory

H&R Block; Des Moines (IA); On-site; USD 65,000 - 90,000; Full time

Job summary

H&R Block in Des Moines, IA seeks a year-round Tax Advisor to prepare complete, accurate returns for individuals and businesses, interview clients to understand financial situations, and offer personalized recommendations. You will build long-term relationships, identify tax savings opportunities, and support clients with IRS notices and audits as needed.

With industry-leading training and technology, a competitive hourly rate, and an incentive plan, this role rewards expertise and client

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 communication

Audit support

Education

High school diploma

Bachelor's degree

CPA or EA

Tools

GoSystem

Ultratax

AI tools

Job description

H&R Block in Des Moines, IA seeks a year-round Tax Advisor to prepare complete, accurate returns for individuals and businesses, interview clients to understand financial situations, and offer personalized recommendations. You will build long-term relationships, identify tax savings opportunities, and support clients with IRS notices and audits as needed.

With industry-leading training and technology, a competitive hourly rate, and an incentive plan, this role rewards expertise and client