Year‑Round Tax Advisor & Client Strategy Expert

H&R Block; Forest (VA); On-site; USD 18,000 - 110,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Job summary

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare complete tax returns for clients with diverse needs. You will interview clients, recommend personalized tax strategies, and build long-term relationships while delivering empathetic, consultative service.

This in-person role emphasizes accuracy, compliance, and customer focus. Join a team backed by industry-leading training, technology, and a competitive hourly rate with an incentive plan that rewards impact as you grow

Qualifications

• Complete the H&R Block Tax Knowledge Assessment or equivalent.
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience with complex individual and business returns and tax notices.
• Experience in a client-facing, consultative role and clear communication.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and provide recommendations.
• Build long-term client relationships and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office.

Skills

Client-facing

Communication skills

Tax knowledge

Attention to detail

Education

High school diploma or GED

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

UltraTax

Microsoft Copilot

Job description

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare complete tax returns for clients with diverse needs. You will interview clients, recommend personalized tax strategies, and build long-term relationships while delivering empathetic, consultative service.

This in-person role emphasizes accuracy, compliance, and customer focus. Join a team backed by industry-leading training, technology, and a competitive hourly rate with an incentive plan that rewards impact as you grow