Tax Advisor: Year-Round Client Impact & Growth

H&R Block; Mesquite (TX); On-site; USD 28,000 - 55,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare complete, accurate tax returns for individuals and businesses, conduct client interviews to uncover tax implications, and provide personalized recommendations within a supportive team environment at a local Block Advisors office.

You will build lasting client relationships by delivering empathetic, consultative service, identifying tax savings opportunities, and assisting with IRS notices as needed, backed by

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping
• Experience handling complex individual and business tax returns
• Strong client-facing, consultative or advisory experience
• Excellent verbal and written communication; ability to explain tax concepts clearly
• Must meet IRS/state continuing education requirements
• High school diploma or GED is required

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

Tax knowledge

Client interviews

Communication

Team collaboration

IRS regulations

GoSystem knowledge

AI tools awareness

Education

High school diploma or GED

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare complete, accurate tax returns for individuals and businesses, conduct client interviews to uncover tax implications, and provide personalized recommendations within a supportive team environment at a local Block Advisors office.

You will build lasting client relationships by delivering empathetic, consultative service, identifying tax savings opportunities, and assisting with IRS notices as needed, backed by