Tax Advisor - In-Person Client Advisory & Growth

H&R Block, Inc.; Lone Tree (CO); On-site; USD 21,000 - 110,000; Full time

Job summary

H&R Block in Lone Tree, Colorado seeks a year-round Block Advisor to prepare complete individual and business tax returns, conduct client interviews, and provide clear, personalized recommendations. You’ll build lasting client relationships and uncover tax savings using industry-leading training and technology, with a competitive hourly rate and incentive plan as you grow your tax expertise.

You will provide IRS support, audit guidance, and collaborate with a team in a local Block Advisors

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns and tax planning.
• Strong client-facing advisory capabilities.

Responsibilities

• Prepare complete tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications, then provide clear recommendations.
• Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and 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 communication

IRS/State compliance

Education

High school diploma or equivalent

Bachelor's degree (preferred)

Tools

GoSystem or Ultratax

Job description

H&R Block in Lone Tree, Colorado seeks a year-round Block Advisor to prepare complete individual and business tax returns, conduct client interviews, and provide clear, personalized recommendations. You’ll build lasting client relationships and uncover tax savings using industry-leading training and technology, with a competitive hourly rate and incentive plan as you grow your tax expertise.

You will provide IRS support, audit guidance, and collaborate with a team in a local Block Advisors