Tax Advisor: Personal & Business Returns Expert

H&R Block, Inc.; Champlin (MN); On-site; USD 16,000 - 110,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor to prepare accurate tax returns for individuals and businesses, conducting in-depth client interviews to understand financial situations and tax implications. The role emphasizes building lasting client relationships, delivering empathetic service and identifying tax savings opportunities.

The position is in-person at a local Block Advisors office, with industry-leading training, competitive hourly pay, and an incentive plan to reward impact as you

Qualifications

• Experience handling complex individual and business returns.
• Strong ability to interview clients and identify tax implications.
• Ability to explain tax concepts in client-friendly language.
• Must comply with IRS/state requirements and continuing education.

Responsibilities

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

Skills

Tax knowledge

Client-facing

Communication skills

IRS requirements

Tax planning

Education

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a year-round Block Advisor to prepare accurate tax returns for individuals and businesses, conducting in-depth client interviews to understand financial situations and tax implications. The role emphasizes building lasting client relationships, delivering empathetic service and identifying tax savings opportunities.

The position is in-person at a local Block Advisors office, with industry-leading training, competitive hourly pay, and an incentive plan to reward impact as you