Tax Advisor - In-Person, Year-Round Impact & Training

H&R Block; Elkhart (IN); On-site; USD 34,000 - 55,000; Full time

Job summary

H&R Block in Indiana is seeking a year-round Block Advisor to accurately prepare complex tax returns for individuals and small businesses. You will interview clients to understand financial situations, explain tax implications, and offer personalized recommendations.

This in-person role emphasizes building lasting client relationships, delivering empathetic service, and guiding clients to relevant Block Advisors products and services.

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
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills
• 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, 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

Communication skills

Client-facing experience

Tax knowledge

Education

Bachelor’s degree in accounting, finance, or related field

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Job description

H&R Block in Indiana is seeking a year-round Block Advisor to accurately prepare complex tax returns for individuals and small businesses. You will interview clients to understand financial situations, explain tax implications, and offer personalized recommendations.

This in-person role emphasizes building lasting client relationships, delivering empathetic service, and guiding clients to relevant Block Advisors products and services.