Tax Advisor: In-Person, Client-Focused Tax Expert

H&R Block, Inc.; Madison (WI); On-site; USD 34,000 - 48,000; Full time

Job summary

H&R Block in Madison, WI is seeking a year-round Block Advisor to prepare complete, accurate tax returns for individuals and businesses. You will interview clients to understand their financial situation and offer personalized recommendations, building lasting relationships with tax savings opportunities and Block Advisors products.

This in-person role provides IRS support, notice assistance, and audit guidance as needed, with comprehensive training and technology backing you as you grow your

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.

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

Client-facing communication

Consultative advisory

IRS guidance experience

Interpersonal skills

Tax knowledge

Education

High school diploma or equivalent

Bachelor’s degree in accounting/finance (preferred)

CPA or Enrolled Agent (EA) (preferred)

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block in Madison, WI is seeking a year-round Block Advisor to prepare complete, accurate tax returns for individuals and businesses. You will interview clients to understand their financial situation and offer personalized recommendations, building lasting relationships with tax savings opportunities and Block Advisors products.

This in-person role provides IRS support, notice assistance, and audit guidance as needed, with comprehensive training and technology backing you as you grow your