Year-Round Tax Advisor — Client Champion & Growth

H&R Block; Alexandria (VA); On-site; USD 23,000 - 40,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

401(k) Retirement Savings Plan

Associate Tax Prep benefit

Job summary

H&R Block in Alexandria, VA is seeking a year-round Block Advisor (Tax Advisor) to prepare complete tax returns and provide personalized recommendations. You will interview clients, build ongoing relationships, and help with tax savings opportunities and Block Advisors products.

This in-person role offers competitive pay, industry-leading training, and an incentive plan to reward impact as you grow your tax expertise and serve 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

Client interviewing

Communication

IRS guidance

Team collaboration

Education

High school diploma or GED

Bachelor's degree in accounting or related field

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block in Alexandria, VA is seeking a year-round Block Advisor (Tax Advisor) to prepare complete tax returns and provide personalized recommendations. You will interview clients, build ongoing relationships, and help with tax savings opportunities and Block Advisors products.

This in-person role offers competitive pay, industry-leading training, and an incentive plan to reward impact as you grow your tax expertise and serve clients.