Tax Advisor, In-Person — Build Lasting Client Partnerships

H&R Block, Inc.; Knoxville (TN); On-site; USD 42,000 - 59,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to help clients navigate complex tax and business services. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships, supported by extensive training, technology, and an incentive plan.

This in-person role located in a local Block Advisors office focuses on delivering empathetic, consultative service and guidance through IRS processes and notices.

Qualifications

• 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.

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

5+ years tax exp

Client advisory

Strong communication

IRS requirements

Education

Bachelor’s degree in accounting

High school diploma

CPA or EA

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to help clients navigate complex tax and business services. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships, supported by extensive training, technology, and an incentive plan.

This in-person role located in a local Block Advisors office focuses on delivering empathetic, consultative service and guidance through IRS processes and notices.