Tax Advisor – Year‑Round Block Advisor

About the role

As a year‑round Block Advisor Tax Advisor you will act as a trusted guide for clients facing complex tax and business situations. You will prepare accurate returns, uncover savings opportunities, and nurture lasting relationships, supported by industry‑leading training, technology, a competitive hourly rate, and an incentive plan.

Key responsibilities

• Prepare complete, accurate individual and business tax returns for diverse, complex scenarios.
• Conduct in‑depth client interviews to assess financial changes and tax implications, then deliver clear, personalized recommendations.
• Build year‑round client relationships by offering empathetic, consultative service and identifying tax‑saving opportunities.
• Provide IRS support, tax‑notice assistance, and audit guidance as needed.
• Collaborate with team members, share knowledge, and contribute to a client‑focused office environment.

Required profile

• Successful completion of the H&R Block Tax Knowledge Assessment.
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Proven experience with complex individual and business returns, tax planning, audit support, and tax‑notice resolution.
• Client‑facing, consultative or advisory experience.
• Strong verbal and written communication skills.
• Must meet all IRS and applicable state continuing‑education requirements.
• High school diploma / GED or equivalent.

Required skills

• GoSystem tax software.
• UltraTax tax software.
• Familiarity with AI‑powered tools such as Microsoft Copilot.
• Familiarity with AI‑powered tools such as ChatGPT.

What we offer

• Competitive hourly pay with an incentive plan.
• Comprehensive benefits and well‑being programs.
• Continuous learning and professional development.
• A collaborative, high‑performing culture focused on impact.