Tax Advisor for Complex Returns & Client Advisory

H&R Block; El Paso (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

H&R Block in El Paso, TX is seeking a Tax Advisor to prepare complete tax returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations. The role emphasizes building year-round client relationships with a focus on tax savings opportunities.

You will provide IRS support and audit guidance as needed, collaborate with a team, and contribute to a positive client-focused office environment.

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

Client consultation

Communication skills

Tax knowledge

Attention to detail

Team collaboration

Education

High school diploma

Bachelor’s degree in accounting/finance or related field

Tools

GoSystem or Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block in El Paso, TX is seeking a Tax Advisor to prepare complete tax returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations. The role emphasizes building year-round client relationships with a focus on tax savings opportunities.

You will provide IRS support and audit guidance as needed, collaborate with a team, and contribute to a positive client-focused office environment.