Year-Round Tax Advisor — In-Office, Client-Focused Growth

H&R Block; Beachwood (OH); On-site; USD 35,000 - 60,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor to prepare complete tax returns for individuals and businesses, conducting in-depth client interviews to uncover opportunities and provide personalized recommendations. You’ll build year-round client relationships with empathetic, consultative service and contribute to a positive office environment.

The role emphasizes IRS support, audit guidance, and collaboration with teammates, with training and a competitive hourly rate plus an incentive plan

Qualifications

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

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financials and life changes.
• Provide clear, personalized recommendations and identify tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment

Skills

Tax knowledge

Client interview

Communication

IRS/state requirements

Team collaboration

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent (EA) or IRS credential

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor to prepare complete tax returns for individuals and businesses, conducting in-depth client interviews to uncover opportunities and provide personalized recommendations. You’ll build year-round client relationships with empathetic, consultative service and contribute to a positive office environment.

The role emphasizes IRS support, audit guidance, and collaboration with teammates, with training and a competitive hourly rate plus an incentive plan