Tax Advisor: Year-Round Client Guidance & Savings

H&R Block; Lutherville (MD); On-site; USD 23,000 - 40,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Life and career development support

Job summary

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare complete and accurate tax returns for individuals and businesses, conduct client interviews, and build lasting client relationships. You will uncover savings opportunities and provide personalized recommendations, backed by industry-leading training and an incentive plan.

This in-person role is based in a local Block Advisors office in Maryland, offering competitive pay and comprehensive benefits to support continuous

Qualifications

• Must complete continuing education and meet all other IRS and applicable state requirements.
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual returns and business returns, including tax planning, audit support, and tax notice resolution.
• Experience in a client-facing, consultative, or advisory role.

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 — then provide clear, personalized recommendations.
• Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment.

Skills

Verbal and written communication

Education

Bachelor’s degree in accounting/finance

High school diploma / GED

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare complete and accurate tax returns for individuals and businesses, conduct client interviews, and build lasting client relationships. You will uncover savings opportunities and provide personalized recommendations, backed by industry-leading training and an incentive plan.

This in-person role is based in a local Block Advisors office in Maryland, offering competitive pay and comprehensive benefits to support continuous