Tax Advisor: Year-Round Client Advisory & Savings

H&R Block; Winter Park (FL); On-site; USD 34,000 - 62,000; Full time

Job summary

H&R Block is seeking a Tax Advisor to prepare complete and accurate tax returns for individuals and businesses in a year-round, in-person capacity at a local Block Advisors office.

The role emphasizes conducting client interviews, providing personalized recommendations, and building lasting client relationships while leveraging training and technology to deliver value. A competitive hourly rate and incentive plan reward impact and expertise growth.

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 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

Client-facing communication

Tax knowledge

Interviewing clients

Team collaboration

Education

High school diploma / GED / equivalent

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

Tools

GoSystem

UltraTax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Tax Advisor to prepare complete and accurate tax returns for individuals and businesses in a year-round, in-person capacity at a local Block Advisors office.

The role emphasizes conducting client interviews, providing personalized recommendations, and building lasting client relationships while leveraging training and technology to deliver value. A competitive hourly rate and incentive plan reward impact and expertise growth.