Tax Advisor - In-Person, Year-Round Client Focus

H&R Block, Inc.; Rockford (IL); On-site; USD 21,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns and advise clients in person at a local Block Advisors office. You will interview clients, identify savings opportunities, and build lasting relationships while leveraging leading training and technology.

Expect a competitive hourly rate and an incentive plan tied to impact as you enhance your tax expertise and serve clients. Strong communication and IRS/state requirements are essential.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns with planning, audits, and notices.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for individual and business clients.
• Conduct in-depth client interviews to assess financial situations and tax implications.
• Provide year-round advisory service and identify tax savings opportunities.
• Offer IRS support, notices, and audit guidance as needed.
• Collaborate with team to maintain a client-focused office environment.

Skills

Client-facing

Tax knowledge

Communication skills

Education

Bachelor’s degree

CPA or EA

High school diploma

Tools

GoSystem

UltraTax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns and advise clients in person at a local Block Advisors office. You will interview clients, identify savings opportunities, and build lasting relationships while leveraging leading training and technology.

Expect a competitive hourly rate and an incentive plan tied to impact as you enhance your tax expertise and serve clients. Strong communication and IRS/state requirements are essential.