Year-Round Tax Advisor & Trusted Client Partner

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

Job summary

H&R Block seeks a year-round Block Advisor to prepare complete and accurate tax returns for clients with diverse situations, including individual and business returns. You will conduct in-depth client interviews and provide personalized recommendations, building trusted, year-round relationships while identifying tax savings opportunities and Block Advisors products.

The role emphasizes empathetic, consultative service, IRS support, and audit guidance, supported by industry-leading training

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment 1
• 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

Strong verbal and writtencommunication

Client-facing experience

Education

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block seeks a year-round Block Advisor to prepare complete and accurate tax returns for clients with diverse situations, including individual and business returns. You will conduct in-depth client interviews and provide personalized recommendations, building trusted, year-round relationships while identifying tax savings opportunities and Block Advisors products.

The role emphasizes empathetic, consultative service, IRS support, and audit guidance, supported by industry-leading training