Tax Advisor: Complex Returns & Trusted Client Advisory

H&R Block, Inc.

Queen Creek (AZ)

On-site

USD 55,000 - 75,000

Full time

14 days+
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Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax situations with confidence.

You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships, supported by industry-leading training and technology, with a competitive hourly rate and an incentive plan. This in-person role at a local Block Advisors office emphasizes client service, tax planning, and clear communication, with ongoing education to meet IRS

Qualifications

  • High school diploma or equivalent required.
  • Bachelor's degree preferred.
  • CPA or EA credentials preferred.
  • Experience in tax preparation and client-facing advisory roles.

Responsibilities

  • Prepare accurate individual and business tax returns.
  • Provide tax planning and audit support as needed.
  • Explain tax concepts in client-friendly language.
  • Assist with tax notice resolution and client inquiries.

Skills

Client-facing communication
Tax preparation experience
Explain tax concepts clearly
Adaptability to IRS/state requirements

Education

High school diploma or equivalent
Bachelor's degree in accounting/finance
CPA or Enrolled Agent (EA)

Tools

GoSystem Tax
UltraTax
AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax situations with confidence.

You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships, supported by industry-leading training and technology, with a competitive hourly rate and an incentive plan. This in-person role at a local Block Advisors office emphasizes client service, tax planning, and clear communication, with ongoing education to meet IRS

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