Tax Advisor — In-Person Client Advisory & Growth

H&R Block, Inc.; Edina (MN); On-site; USD 16,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complete, accurate returns and guide clients through complex tax situations at a local Block Advisors office in Edina, MN.

You will interview clients, offer personalized recommendations, and build lasting relationships while taking advantage of training, technology, and an incentive plan based on impact and performance. In-person, local office employment is required.

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
• Bachelor’s degree in accounting, finance, or a related field
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credentials
• Familiarity with GoSystem or Ultratax software
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

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 assessment

Tax preparation

Accounting

Finance

Bookkeeping

Client-facing/advisory

Communication skills

Continuing education compliance

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or a related field

CPA or Enrolled Agent (EA), or other IRS Circular 230 credentials

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complete, accurate returns and guide clients through complex tax situations at a local Block Advisors office in Edina, MN.

You will interview clients, offer personalized recommendations, and build lasting relationships while taking advantage of training, technology, and an incentive plan based on impact and performance. In-person, local office employment is required.