Year-Round Tax Advisor: Complex Returns & Client Guidance

H&R Block; Marlton (NJ); On-site; USD 23,000 - 40,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor to prepare complete tax returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations. The role emphasizes building year-round client relationships and identifying tax savings opportunities, supported by leading training and technology, with an in-person office-based setup.

The position offers an incentive plan tied to impact and performance, plus comprehensive benefits and ongoing education.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping
• Experience preparing complex individual returns and business returns, including tax planning, audit support, and tax notice resolution
• Experience working in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• 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

5+ years experience

Client-facing role

Strong communication

Education

Bachelor’s degree in accounting/finance related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a year-round Block Advisor to prepare complete tax returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations. The role emphasizes building year-round client relationships and identifying tax savings opportunities, supported by leading training and technology, with an in-person office-based setup.

The position offers an incentive plan tied to impact and performance, plus comprehensive benefits and ongoing education.