Tax Advisor — In-Person, Year-Round Client Impact

H&R Block; San Mateo (CA); On-site; USD 26,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

401(k) Plan

Employee Assistance Program

Fitness center programs

Job summary

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individual and business returns. You will conduct in-depth client interviews to understand finances and provide clear, personalized recommendations, building lasting relationships through empathetic, consultative service.

This in-person role at a local Block Advisors office offers industry-leading training, a competitive hourly rate, and an

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 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 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, 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

Attention to detail

Education

5+ years of experience in tax/finance-related fields

High school diploma / GED / equivalent

Bachelor's degree in accounting/finance (preferred)

CPA or EA or other IRS credentials (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individual and business returns. You will conduct in-depth client interviews to understand finances and provide clear, personalized recommendations, building lasting relationships through empathetic, consultative service.

This in-person role at a local Block Advisors office offers industry-leading training, a competitive hourly rate, and an