Tax Advisor: In‑Person, Year‑Round Client Guidance

H&R Block; Coral Gables (FL); On-site; USD 34,000 - 55,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for clients with complex situations and to provide personalized recommendations. This in-person role emphasizes client interviews and relationship-building, with access to industry-leading training and technology.

The position offers a competitive hourly rate and an incentive plan, plus opportunities to grow tax expertise while serving clients in a local Block Advisors office in Florida.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns.
• Experience in a client-facing, consultative role.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must meet IRS/state requirements and complete continuing education.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Build year-round client relationships and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Tax knowledge

Client communication

IRS rules

Audit support

GoSystem

Education

High School Diploma

Bachelor's degree

CPA/EA (preferred)

Tools

Ultratax

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for clients with complex situations and to provide personalized recommendations. This in-person role emphasizes client interviews and relationship-building, with access to industry-leading training and technology.

The position offers a competitive hourly rate and an incentive plan, plus opportunities to grow tax expertise while serving clients in a local Block Advisors office in Florida.