Tax Advisor: In-Person, Client-Focused Growth

H&R Block, Inc.

Maplewood (MN)

On-site

USD 15,000 - 110,000

Full time

14 days+

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Job summary

H&R Block, Inc. in Maplewood, MN, is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for individuals and businesses.

You will conduct in-depth client interviews, offer personalized recommendations, and build lasting client relationships using our training and technology. Your role includes providing IRS support, audit guidance, and collaborating with a team to maintain a client-focused office environment.

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 in a client-facing, consultative, or advisory role
  • Strong verbal and written communication skills, including explaining tax concepts in client-friendly language
  • Must complete continuing education and meet IRS/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 and tax implications, then provide clear recommendations
  • Build year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities
  • Provide IRS support, tax notice assistance, and audit guidance to clients as needed
  • Collaborate with team members and contribute to a positive client-focused office environment

Skills

Client-facing
Consultative advisory
Clear communicator
Tax knowledge

Education

CPA or EA credential
Bachelor’s degree in accounting or finance
High school diploma / GED

Tools

GoSystem
Ultratax
Microsoft Copilot
ChatGPT

Job description

H&R Block, Inc. in Maplewood, MN, is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for individuals and businesses.

You will conduct in-depth client interviews, offer personalized recommendations, and build lasting client relationships using our training and technology. Your role includes providing IRS support, audit guidance, and collaborating with a team to maintain a client-focused office environment.

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