Tax Advisor - Year-Round, In-Person Client Advisory

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

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns and build lasting client relationships in a local Block Advisors office. You will conduct client interviews, identify tax savings opportunities, and provide personalized recommendations, supported by extensive training and technology.

The role emphasizes in-person collaboration, ongoing education, and delivering empathetic, consultative service to diverse clients.

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, audit support, and tax notice resolution
• Experience working in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable 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

Tax preparation experience

Client-facing experience

Explain tax concepts to clients

Audit support

Strong communication (verbal & written

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance (preferred)

Tools

GoSystem

Ultratax

AI tools (Microsoft Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns and build lasting client relationships in a local Block Advisors office. You will conduct client interviews, identify tax savings opportunities, and provide personalized recommendations, supported by extensive training and technology.

The role emphasizes in-person collaboration, ongoing education, and delivering empathetic, consultative service to diverse clients.