Year-Round Tax Advisor: Client-Focused & Impactful

H&R Block; Belmont (CA); On-site; USD 26,000 - 110,000; Full time

Job summary

H&R Block in Belmont, CA is seeking a year-round Block Advisor to prepare complete tax returns for individuals and small businesses, conduct client interviews, and deliver personalized recommendations.

You will build long-term client relationships, identify tax savings opportunities, and provide IRS support and audit guidance, backed by training and technology. This in-person role offers a competitive hourly rate and an incentive plan tied to impact.

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns and tax planning.
• Strong communication skills and ability to explain tax concepts clearly.
• Must meet IRS/state requirements and maintain ongoing education.

Responsibilities

• Prepare complete tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and impacts.
• Provide personalized recommendations and tax savings opportunities.
• Offer IRS support, notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a client-focused office.

Skills

Tax preparation

Client interviewing

Communication

IRS requirements

Education

Bachelor’s degree in accounting/finance

Tools

GoSystem

UltraTax

Job description

H&R Block in Belmont, CA is seeking a year-round Block Advisor to prepare complete tax returns for individuals and small businesses, conduct client interviews, and deliver personalized recommendations.

You will build long-term client relationships, identify tax savings opportunities, and provide IRS support and audit guidance, backed by training and technology. This in-person role offers a competitive hourly rate and an incentive plan tied to impact.