Year-Round Tax Advisor – Complex Returns & Client Growth

H&R Block

Stafford (VA)

On-site

USD 23,000 - 40,000

Full time

7 days ago
Be an early applicant
Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Benefits offered by this job

401(k) Plan
Employee Assistance Program
Associate Discount Program

Job summary

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for individuals and businesses. You will interview clients to understand financial situations, offer personalized recommendations, and build lasting relationships through empathetic, consultative service.

You will also provide IRS support and audit guidance as needed within a local Block Advisors office. The role emphasizes tax expertise, client collaboration, and leveraging Block’s training and technology

Qualifications

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

Responsibilities

  • Prepare complete, accurate tax returns for clients with diverse tax situations.
  • Conduct in-depth client interviews to understand financial situations and tax implications.
  • Provide IRS support, tax notice assistance, and audit guidance as needed.
  • Build year-round client relationships with empathetic, consultative service.
  • Collaborate with team members to maintain a positive office environment.

Skills

Tax preparation experience
Client communication
Interviewing clients
Explain tax concepts clearly

Education

High school diploma / GED
Bachelor’s degree (preferred)

Tools

GoSystem
UltraTax
AI-powered tools

Job description

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for individuals and businesses. You will interview clients to understand financial situations, offer personalized recommendations, and build lasting relationships through empathetic, consultative service.

You will also provide IRS support and audit guidance as needed within a local Block Advisors office. The role emphasizes tax expertise, client collaboration, and leveraging Block’s training and technology

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Year-Round Tax Advisor & Trusted Client Partner
Year-Round Tax Advisor & Trusted Client Partner

H&R Block • Aurora (CO)

On-site
USD 21,000 - 110,000
Year-Round Tax Advisor: Build Trusted Client Relationships
Year-Round Tax Advisor: Build Trusted Client Relationships

H&R Block • Palo Alto (CA)

On-site
USD 25,000 - 110,000
Health insurance
401(k) Plan
Employee Assistance Program
+4
Year-Round Tax Advisor: Complex Returns & Client Guidance
Year-Round Tax Advisor: Complex Returns & Client Guidance

H&R Block • Marlton (NJ)

On-site
USD 23,000 - 40,000
Year-Round Tax Advisor: Trusted Guidance & Growth
Year-Round Tax Advisor: Trusted Guidance & Growth

H&R Block • Robbinsville Township (NJ)

On-site
USD 23,000 - 40,000
401(k) Plan
Medical and prescription drug coverage
Associate Tax Prep benefit
+1
Year-Round Tax Advisor - Client-Focused & In-Person
Year-Round Tax Advisor - Client-Focused & In-Person

H&R Block • Rockville (MD)

On-site
USD 25,000 - 40,000
Competitive pay
Comprehensive benefits
Life-long learning support
Year-Round Tax Advisor: Complex Returns & Client Guidance
Year-Round Tax Advisor: Complex Returns & Client Guidance

H&R Block • Parker (CO)

On-site
USD 21,000 - 110,000
Year-Round Tax Advisor — Complex Returns & Client Impact
Year-Round Tax Advisor — Complex Returns & Client Impact

H&R Block • Centreville (VA)

On-site
USD 22,000 - 40,000
Year-Round Tax Advisor & Client Consultant
Year-Round Tax Advisor & Client Consultant

H&R Block • Montgomery Village (MD)

On-site
USD 25,000 - 40,000
Competitive hourly pay
Incentive plan
Industry-leading training
Year-Round Tax Advisor: Trusted Client Partner
Year-Round Tax Advisor: Trusted Client Partner

H&R Block • San Bruno (CA)

On-site
USD 66,000 - 110,000
Medical & prescription coverage
401(k) plan
Employee Assistance Program
+2
Year-Round Tax Advisor — Client-Focused Expert
Year-Round Tax Advisor — Client-Focused Expert

H&R Block • Queen Creek (AZ)

On-site
USD 60,000 - 90,000