Tax Advisor - Year-Round Client Guidance

H&R Block; Boulder (CO); On-site; USD 22,000 - 110,000; Full time

Benefits offered by this job

Incentive plan

Competitive pay

Comprehensive benefits

Job summary

H&R Block is seeking a Block Advisor (Tax Advisor) to prepare complete and accurate tax returns for individuals and businesses, interviewing clients to understand life changes and tax implications, and delivering personalized recommendations. You will build lasting client relationships through empathetic, consultative service and identify tax savings opportunities and relevant Block products.

The role is in-person at a local Block Advisors office, with industry-leading training, a competitive

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, audit support, and tax notice resolution
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills with client-friendly language
• Must complete continuing education and meet IRS/state requirements
• High school diploma or 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 and provide clear recommendations
• Build year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and Block Advisors products
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and maintain a positive, client-focused office environment

Skills

Client-facing

Communication

Attention to detail

Team collaboration

IRS/state compliance knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA) or IRS Circular 230 credentials

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Block Advisor (Tax Advisor) to prepare complete and accurate tax returns for individuals and businesses, interviewing clients to understand life changes and tax implications, and delivering personalized recommendations. You will build lasting client relationships through empathetic, consultative service and identify tax savings opportunities and relevant Block products.

The role is in-person at a local Block Advisors office, with industry-leading training, a competitive