Year‑Round Tax Advisor — Client‑Focused Expert

H&R Block; Louisville (CO); On-site; USD 21,000 - 110,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare complete and accurate tax returns for clients with complex situations, including individuals and businesses, and to deliver personalized recommendations. You will conduct in-depth client interviews, build lasting relationships, and provide IRS support and audit guidance, in-person at a local Block Advisors office in Colorado.

This role emphasizes client-focused service and opportunities to advance tax expertise through

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment 1.
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual returns and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients including individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and tax implications.
• Build year-round client relationships and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance.
• Collaborate with team, share knowledge, and maintain a positive office environment.

Skills

Client interviewing

Communication skills

Tax knowledge

Attention to detail

Consultative advisory approach

IRS/state requirements knowledge

Education

High school diploma or equivalent

Bachelor’s degree in accounting, finance, or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem or UltraTax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare complete and accurate tax returns for clients with complex situations, including individuals and businesses, and to deliver personalized recommendations. You will conduct in-depth client interviews, build lasting relationships, and provide IRS support and audit guidance, in-person at a local Block Advisors office in Colorado.

This role emphasizes client-focused service and opportunities to advance tax expertise through