Year-Round Tax Advisor — Complex Returns & Client Impact

H&R Block; Centreville (VA); On-site; USD 22,000 - 40,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns. You will conduct in-depth client interviews to understand financial situations, life changes, and tax implications, then provide clear, personalized recommendations.

This in-person role offers industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as

Qualifications

• Experience in tax preparation for individuals and businesses.
• Strong verbal and written communication skills to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent required.

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 Block Advisors products and services.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

GoSystem or Ultratax experience

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns. You will conduct in-depth client interviews to understand financial situations, life changes, and tax implications, then provide clear, personalized recommendations.

This in-person role offers industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as