Year-Round Tax Advisor: Complex Returns & Client Guidance

H&R Block; Parker (CO); On-site; USD 21,000 - 110,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations. This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards impact as you build tax expertise and serve clients.

This role is in-person at a local Block Advisors office and emphasizes client relationships, tax savings opportunities, and

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.
• 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

Client-facing

Communication

Tax knowledge

Education

High school diploma

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI-powered tools

Job description

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations. This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards impact as you build tax expertise and serve clients.

This role is in-person at a local Block Advisors office and emphasizes client relationships, tax savings opportunities, and