Tax Advisor: Year-Round Client Focus (In-Person)

H&R Block, Inc.; Boulder (CO); On-site; USD 23,000 - 110,000; Full time

Benefits offered by this job

Medical coverage

401(k) plan

Employee Assistance Program

Discount program

Fitness center programs

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individuals and businesses.

You will interview clients to understand their financial and tax implications and provide clear, personalized recommendations, building lasting relationships and identifying tax-saving opportunities. The role emphasizes in-person client service at a local Block Advisors office, with extensive training,

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 & business returns, including planning, audit support, and notices
• Experience in client-facing, consultative, or advisory roles
• Strong verbal and written communication, able to explain tax concepts clearly
• 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 situations
• Conduct in-depth client interviews to understand finances and tax implications
• Provide clear, personalized recommendations and client guidance
• Build year-round client relationships and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team members and contribute to a positive office environment

Skills

Client-facing

Communication

Advisory skills

IRS knowledge

Education

Bachelor's degree in accounting or related field

CPA or EA credentials

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individuals and businesses.

You will interview clients to understand their financial and tax implications and provide clear, personalized recommendations, building lasting relationships and identifying tax-saving opportunities. The role emphasizes in-person client service at a local Block Advisors office, with extensive training,