Year‑Round Tax Advisor — Complex Returns & Client Care

H&R Block, Inc.; Tinley Park (IL); On-site; USD 21,000 - 110,000; Full time

Benefits offered by this job

Incentive plan

Industry-leading training

Competitive hourly rate

Job summary

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business scenarios.

You’ll prepare accurate returns for individuals and businesses and conduct client interviews to understand finances and tax implications. This in-person role at a local Block Advisors office emphasizes building lasting client relationships through empathetic, consultative service and identifying tax savings opportunities, with training, competitive pay, and an incentive

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns, including tax planning and audit support.
• Experience in a client-facing, consultative, or advisory role.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Build client relationships by delivering empathetic, consultative service and identifying tax savings opportunities.

Skills

Client communication

Tax expertise

Attention to detail

Team collaboration

Education

Bachelor's degree in accounting/finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business scenarios.

You’ll prepare accurate returns for individuals and businesses and conduct client interviews to understand finances and tax implications. This in-person role at a local Block Advisors office emphasizes building lasting client relationships through empathetic, consultative service and identifying tax savings opportunities, with training, competitive pay, and an incentive