Tax Advisor - Year‑Round Client Guidance & Complex Returns

H&R Block, Inc.; Longmont (CO); On-site; USD 21,000 - 110,000; Full time

Job summary

H&R Block, Inc. is seeking a year-round Tax Advisor to prepare complex tax returns and deliver client-focused advisory services. You will interview clients, identify tax-saving opportunities, and provide guidance on IRS notices and audits while building lasting relationships.

You will work in-person at a local Block Advisors office, supported by comprehensive training and technology. A strong background in tax, accounting, and client service is essential, with continued education and

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience with 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 skills; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or equivalent.

Responsibilities

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

Skills

Client-facing advisory

Strong communication

Tax knowledge

Interviews and consultative service

Education

Bachelor’s degree in accounting/finance

High school diploma or GED

CPA/EA or IRS credentials (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a year-round Tax Advisor to prepare complex tax returns and deliver client-focused advisory services. You will interview clients, identify tax-saving opportunities, and provide guidance on IRS notices and audits while building lasting relationships.

You will work in-person at a local Block Advisors office, supported by comprehensive training and technology. A strong background in tax, accounting, and client service is essential, with continued education and