Tax Advisor: Complex Returns & Trusted Client Advisory

H&R Block; Ellisville (MO); On-site; USD 42,000 - 70,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and identify tax savings opportunities. The role is in-person at a local Block Advisors office, emphasizing building year-round client relationships and delivering consultative service with access to training and technology.

Required qualifications include tax knowledge assessment, 5+ years in tax-related fields, complex returns experience,

Qualifications

• Passed 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.
• 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 interviewing

Communication

Education

High school diploma or equivalent

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and identify tax savings opportunities. The role is in-person at a local Block Advisors office, emphasizing building year-round client relationships and delivering consultative service with access to training and technology.

Required qualifications include tax knowledge assessment, 5+ years in tax-related fields, complex returns experience,