Tax Advisor: Complex Returns, Trusted Client Guidance

H&R Block; Aurora (IL); On-site; USD 66,000 - 110,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Job summary

H&R Block is hiring a Tax Advisor to prepare precise tax returns for individuals and businesses, while interviewing clients to uncover life changes and tax implications. You’ll offer personalized recommendations and help clients save on taxes, supported by training and technology.

This is an in-person, year-round Block Advisors role with an incentive plan based on impact. Join a team focused on empathetic, consultative service, building long-term relationships, and guiding clients through tax

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 and business returns
• Strong verbal and written communication; explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations
• Conduct in-depth client interviews to understand finances and life changes
• Build year-round client relationships and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team members and contribute to a positive office environment

Skills

5+ years of tax experience

Client-facing experience

Strong communication skills

Education

High school diploma or GED

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent (EA) or IRS credentials

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is hiring a Tax Advisor to prepare precise tax returns for individuals and businesses, while interviewing clients to uncover life changes and tax implications. You’ll offer personalized recommendations and help clients save on taxes, supported by training and technology.

This is an in-person, year-round Block Advisors role with an incentive plan based on impact. Join a team focused on empathetic, consultative service, building long-term relationships, and guiding clients through tax