Year-Round Tax Expert & Client Advocate

H&R Block; Maplewood (MN); On-site; USD 15,000 - 110,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Benefits package

Job summary

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

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

Client communication

Tax knowledge

Consultative advisory experience

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem or Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

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