Tax Advisor — Year‑Round Client Solutions

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

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business services with confidence.

You’ll prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. This role is in-person at a local Block Advisors office.

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 with tax planning and audit support.
• Experience in a client-facing, consultative, or advisory role.
• Ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED / 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 — 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

Client-facing

Clear tax explanations

Strong verbal and written comms

Education

Bachelor's degree in accounting/finance

CPA or EA certification

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business services with confidence.

You’ll prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. This role is in-person at a local Block Advisors office.