Tax Advisor: Complex Returns & Trusted Client Advisory

H&R Block, Inc.; Pompano Beach (FL); On-site; USD 30,000 - 55,000; Full time

Job summary

H&R Block is hiring 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 industry-leading training and technology, and a competitive hourly rate.

This in-person role at a local Block Advisors office focuses on client interviews, tax planning, audit support, and clear recommendations, while collaborating with a team to

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

Client-facing advisory

Clear communication

Audit support

Tax concepts explanation

Education

High school diploma / GED / equivalent

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

Tools

GoSystem

UltrasTax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is hiring 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 industry-leading training and technology, and a competitive hourly rate.

This in-person role at a local Block Advisors office focuses on client interviews, tax planning, audit support, and clear recommendations, while collaborating with a team to