Tax Advisor - In-Person Client Advisory & Returns Expert

H&R Block, Inc.; Pacifica (CA); On-site; USD 23,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Tax Advisor to prepare complex tax returns and advise clients on tax planning and savings opportunities. The role is in-person at a local Block Advisors office and emphasizes building lasting client relationships through expert service.

The position requires 5+ years of tax experience, strong communication, and ongoing education aligned with IRS/state requirements. A CPA/EA credential is preferred but not mandatory.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns, including tax planning and audit support.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; able to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews to understand financials and implications.
• Build year-round client relationships with empathetic, consultative service.
• Provide IRS support, tax notice assistance, and audit guidance to clients.
• Collaborate with team members to maintain a positive, client-focused office.

Skills

Tax preparation

Client interviewing

Communication

IRS rules

Client relationship building

Education

High school diploma

Bachelor’s degree

CPA or EA credentials

Tools

GoSystem or Ultratax

Job description

H&R Block, Inc. is seeking a year-round Tax Advisor to prepare complex tax returns and advise clients on tax planning and savings opportunities. The role is in-person at a local Block Advisors office and emphasizes building lasting client relationships through expert service.

The position requires 5+ years of tax experience, strong communication, and ongoing education aligned with IRS/state requirements. A CPA/EA credential is preferred but not mandatory.