Tax Advisor: Year‑Round Client & Savings Specialist

H&R Block, Inc.; Albuquerque (NM); On-site; USD 34,000 - 55,000; Full time

Job summary

H&R Block is seeking a year-round Tax Advisor to prepare accurate tax returns, interview clients, and provide personalized recommendations. You will build lasting relationships while leveraging training and technology to uncover savings opportunities.

This in-person role emphasizes advising clients on complex returns and tax planning, with support for IRS processes as needed. Ideal candidates will have 5+ years of tax experience, strong communication skills, and a track record in client-facing

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 returns and business returns, including tax planning
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills and ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent
• Preferred: Bachelor's degree in accounting, finance, or related field
• Preferred: CPA or EA or other IRS credentials
• Familiarity with GoSystem or Ultratax software

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
• Provide clear, personalized recommendations and build year-round client relationships
• 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

Job description

H&R Block is seeking a year-round Tax Advisor to prepare accurate tax returns, interview clients, and provide personalized recommendations. You will build lasting relationships while leveraging training and technology to uncover savings opportunities.

This in-person role emphasizes advising clients on complex returns and tax planning, with support for IRS processes as needed. Ideal candidates will have 5+ years of tax experience, strong communication skills, and a track record in client-facing