Tax Advisor: Complex Returns & Trusted Client Advisory

H&R Block, Inc.; Tucson (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and small businesses, interviewing clients to understand finances and tax implications, and offering personalized recommendations.

This in-person role emphasizes building trust and identifying tax savings opportunities. You will provide IRS support and audit guidance as needed, collaborating with a team to maintain a client-focused office environment and grow your tax expertise and

Qualifications

• Minimum 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business tax returns and providing audit support.
• Ability to explain tax concepts in client-friendly language and in a consultative role.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews to understand finances and tax implications; provide personalized recommendations.
• Build year-round client relationships by offering tax savings opportunities and Block Advisors services.
• Provide IRS support, notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a client-focused office environment.

Skills

5+ years experience

Education

Bachelor's degree in accounting/finance

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and small businesses, interviewing clients to understand finances and tax implications, and offering personalized recommendations.

This in-person role emphasizes building trust and identifying tax savings opportunities. You will provide IRS support and audit guidance as needed, collaborating with a team to maintain a client-focused office environment and grow your tax expertise and