Tax Advisor: Complex Returns & Year-Round Client Impact

H&R Block; Durham (NC); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block in Durham, NC is seeking a year-round Block Advisor (Tax Advisor) to prepare complete, accurate tax returns for clients with diverse and complex situations, including individuals and small businesses. You will interview clients to understand finances and tax implications, and provide clear recommendations.

Join a training-forward, team-based office that rewards impact with a competitive hourly rate and an incentive plan.

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 in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills
• 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 preparation

Client interviews

IRS guidance

Audit support

Communication

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block in Durham, NC is seeking a year-round Block Advisor (Tax Advisor) to prepare complete, accurate tax returns for clients with diverse and complex situations, including individuals and small businesses. You will interview clients to understand finances and tax implications, and provide clear recommendations.

Join a training-forward, team-based office that rewards impact with a competitive hourly rate and an incentive plan.