Tax Advisor: Year‑Round Client‑Focused Expert

H&R Block; Bay City (MI); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Job summary

H&R Block is seeking a year-round Block Advisor to prepare complete and accurate tax returns for individuals and businesses. You will interview clients to understand financial situations and provide clear recommendations, while building lasting relationships and identifying tax savings opportunities.

In-person at a local Block Advisors office, with access to training and technology for success. The role emphasizes client-focused service, IRS support, and collaboration with the team to maintain a

Qualifications

• Must complete IRS/state requirements and relevant training.
• Experience in tax preparation for individuals and small businesses.
• Ability to explain tax concepts in client-friendly language.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to understand financial situations and provide recommendations.
• Build year-round client relationships and identify tax savings opportunities.
• Provide IRS support, tax notices, and audit guidance when needed.
• Collaborate with team members to maintain a positive, client-focused office.

Skills

Client-facing

Communication skills

Tax knowledge

IRS rules familiarity

Attention to detail

Education

High school diploma / GED

Bachelor’s degree preferred

Tools

GoSystem

Ultratax

AI tools

Job description

H&R Block is seeking a year-round Block Advisor to prepare complete and accurate tax returns for individuals and businesses. You will interview clients to understand financial situations and provide clear recommendations, while building lasting relationships and identifying tax savings opportunities.

In-person at a local Block Advisors office, with access to training and technology for success. The role emphasizes client-focused service, IRS support, and collaboration with the team to maintain a