Year-Round Tax Advisor & Client Solutions Expert

H&R Block; Irving (TX); On-site; USD 55,000 - 82,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for individuals and businesses, and to build lasting client relationships.

You will conduct in-depth client interviews, provide personalized recommendations, and identify tax savings opportunities, backed by industry-leading training and technology. This in-person role offers a competitive hourly rate and incentive plan.

Qualifications

• Experience in tax preparation, accounting, or finance.
• Ability to interview clients and understand complex tax situations.
• Experience in client-facing advisory roles.

Responsibilities

• Prepare complete tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations.
• Provide personalized tax-saving recommendations and educate clients.
• Offer IRS support, tax notice assistance, and audit guidance.
• Collaborate with team to maintain a positive, client-focused office environment.

Skills

Client relationship building

Interviewing clients

Communication skills

Tax concepts explained clearly

Education

High school diploma or equivalent

Bachelor’s degree in accounting or related field

Tools

GoSystem Tax

Ultratax

AI-powered tools

Job description

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for individuals and businesses, and to build lasting client relationships.

You will conduct in-depth client interviews, provide personalized recommendations, and identify tax savings opportunities, backed by industry-leading training and technology. This in-person role offers a competitive hourly rate and incentive plan.