Tax Advisor: Year-Round, Client-Focused Guidance

H&R Block; Irvine (CA); On-site; USD 66,000 - 110,000; Full time

Job summary

H&R Block in Irvine, CA is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax situations with confidence. You will prepare accurate returns, interview clients to understand finances, and offer personalized recommendations, supported by industry-leading training and technology.

You’ll build lasting client relationships by delivering empathetic, consultative service, uncover tax savings, and promote Block Advisors products and services in a busy in-person office

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 and business returns, including tax planning and audit support.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for diverse and complex situations.
• Conduct in-depth client interviews to understand financials and provide personalized recommendations.
• Build year-round client relationships with empathetic, consultative service and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive client-focused office environment.

Skills

Tax preparation experience

Client-facing

Communication skills

IRS/state requirements

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block in Irvine, CA is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax situations with confidence. You will prepare accurate returns, interview clients to understand finances, and offer personalized recommendations, supported by industry-leading training and technology.

You’ll build lasting client relationships by delivering empathetic, consultative service, uncover tax savings, and promote Block Advisors products and services in a busy in-person office