Tax Advisor: Complex Returns & Trusted Client Guidance

H&R Block; Lyndhurst (OH); On-site; USD 34,000 - 62,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Training and development

Job summary

H&R Block is seeking a Block Advisor to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses. You will conduct in-depth client interviews to understand financials and tax implications, then provide clear, personalized recommendations.

You will build year-round client relationships through empathetic, consultative service, identifying tax savings opportunities and Block Advisors products.

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

Tax knowledge

Client advisory

Communication

IRS rules

Education

Bachelor's degree in accounting/finance or related field

CPA or Enrolled Agent (EA) preferred

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Block Advisor to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses. You will conduct in-depth client interviews to understand financials and tax implications, then provide clear, personalized recommendations.

You will build year-round client relationships through empathetic, consultative service, identifying tax savings opportunities and Block Advisors products.