Tax Advisor: Year-Round Client Advisory Pro

H&R Block; Longmont (CO); On-site; USD 21,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

401(k) plan

Employee assistance program

Associate discount program

Business Travel Accident Insurance

Job summary

H&R Block is seeking a Tax Advisor for a year-round Block Advisors office. You will prepare complete, accurate tax returns for individuals and businesses, interview clients to understand finances, and provide personalized recommendations for tax savings.

Join a team-focused environment with industry-leading training, technology, and an incentive plan tied to impact as you build tax expertise and serve clients. This is an in-person role at a local Block Advisors office.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment 1
• 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 working 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 other IRS and applicable 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

Tax knowledge

Client interviewing

Communication skills

IRS/state requirements

Education

High school diploma / GED / equivalent

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

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Tax Advisor for a year-round Block Advisors office. You will prepare complete, accurate tax returns for individuals and businesses, interview clients to understand finances, and provide personalized recommendations for tax savings.

Join a team-focused environment with industry-leading training, technology, and an incentive plan tied to impact as you build tax expertise and serve clients. This is an in-person role at a local Block Advisors office.