Tax & Block Advisor: Client-Focused Tax Expert

H&R Block, Inc.; Robbinsville Township (NJ); On-site; USD 34,000 - 61,000; Full time

Job summary

H&R Block, Inc. is hiring a year-round Tax Advisor to serve clients in-office. You will prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and provide personalized recommendations to maximize savings.

You will build lasting client relationships through empathetic, consultative service and collaborate with the local office team. Applicants should have 5+ years of tax-related experience, strong communication skills, and the

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns, including tax planning and audit support.
• Experience in a client-facing, consultative or advisory role.
• Must complete continuing education and meet IRS and state requirements.
• High school diploma / GED or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications.
• Provide clear, personalized recommendations.
• Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and Block Advisors products and services.
• 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.

Skills

Client-focused service

Clear communication

IRS continuing education

Tax knowledge assessment

Education

Bachelor’s degree in accounting or related field

High school diploma / GED

Job description

H&R Block, Inc. is hiring a year-round Tax Advisor to serve clients in-office. You will prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and provide personalized recommendations to maximize savings.

You will build lasting client relationships through empathetic, consultative service and collaborate with the local office team. Applicants should have 5+ years of tax-related experience, strong communication skills, and the