Year-Round Tax Advisor & Client Partner

H&R Block, Inc.; San Bruno (CA); On-site; USD 23,000 - 110,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

Job summary

H&R Block, Inc. seeks a year-round Block Advisor Tax Advisor to prepare accurate returns for diverse clients and uncover savings opportunities. You will conduct client interviews, provide personalized recommendations, and build lasting relationships backed by training and technology in a local Block Advisors office.

The role emphasizes in-person client service, collaboration with team members, and ongoing tax expertise development with an incentive plan based on impact.

Qualifications

• 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.
• 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

Communication skills

Client-facing

Interviewing clients

Education

Bachelor's degree in accounting/finance

High school diploma

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. seeks a year-round Block Advisor Tax Advisor to prepare accurate returns for diverse clients and uncover savings opportunities. You will conduct client interviews, provide personalized recommendations, and build lasting relationships backed by training and technology in a local Block Advisors office.

The role emphasizes in-person client service, collaboration with team members, and ongoing tax expertise development with an incentive plan based on impact.