Block Advisor Tax Advisor
H&R Block
About the Role
As a year-round Block Advisor Tax Advisor, you are a trusted advisor who helps clients navigate complex tax and business services situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. This role is in-person at a local Block Advisors office.
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
Required Qualifications
Successful completion of the H&R Block Tax Knowledge Assessment¹
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
Preferred Qualifications
Bachelor’s degree in accounting, finance, or a related field
CPA or Enrolled Agent (EA), or other IRS Circular 230 credentials
Familiarity with GoSystem or Ultratax software
Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)
Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
¹ - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Sponsored Job
#40718
- H&R Block in Dallas is seeking a year-round Block Advisor (Tax Advisor) to prepare complete tax returns for individuals and businesses and offer personalized recommendations. You will interview clients to understand their financial situations, deliver clear guidance, and...Suggested
- About The Role As a year-round Block Advisor 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...SuggestedHourly payWork at officeLocal area
- ...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... .... As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while...SuggestedLocal area
Intuit
Irving, TX27 days ago - H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare complete, accurate tax returns for individuals and businesses, conduct client interviews to uncover tax implications, and provide personalized recommendations within a supportive team environment...SuggestedWork at officeLocal area
- H&R Block is seeking a year-round Tax Advisor to prepare accurate tax returns for clients with diverse situations, conducting in-depth client interviews and delivering personalized recommendations. You will build lasting client relationships by offering empathetic, consultative...SuggestedWork at office
- H&R Block is seeking a Seasonal Tax Advisor in Texas to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities. This in-person role at a local H&R Block tax office focuses on delivering empathetic, consultative service...Seasonal workWork at officeLocal area
- H&R Block is seeking a year-round Block Advisor Tax Advisor in Dallas, TX. In-person role delivering personalized tax services and strategies to diverse clients, with emphasis on client relationships and ongoing advisory support. The position involves preparing complex...Work at office
- H&R Block in Texas is seeking a Seasonal Tax Advisor to prepare complete, accurate tax returns for clients with diverse situations, including individuals and businesses. You will conduct in-depth client interviews, provide clear recommendations, and help clients maximize...Seasonal workWork at officeLocal area
- H&R Block in Mesquite, TX seeks a seasonal Tax Advisor to prepare accurate returns for clients with diverse tax situations, interview clients to understand finances, and identify savings opportunities using Block's training and technology. This in-person role offers competitive...Hourly paySeasonal work
- H&R Block is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse and complex situations. You will conduct in-depth client interviews to understand finances and life changes, then provide clear, personalized recommendations...Seasonal work
- H&R Block is seeking a Seasonal Tax Advisor to join our local tax office. You will prepare complete and accurate tax returns for individuals and businesses, conduct client interviews to assess financial situations, and offer personalized recommendations. You will help clients...Seasonal workWork at officeLocal area
- H&R Block in Dallas is seeking a seasonal Tax Advisor to prepare complete, accurate tax returns for individuals and businesses. You will interview clients to understand financial situations, identify tax savings opportunities, and build lasting relationships within a collaborative...Hourly paySeasonal workWork at office
- H&R Block is seeking a Seasonal Tax Advisor to help clients navigate complex tax situations with confidence. You will prepare accurate returns, interview clients to understand their financial lives, and offer clear, personalized recommendations—backed by industry-leading...Hourly paySeasonal workWork at officeLocal area
- H&R Block, Inc. is hiring a seasonal Tax Advisor to prepare complete, accurate tax returns for clients with diverse situations. You will interview clients, offer personalized recommendations, and deliver empathetic, consultative service while identifying savings opportunities...Seasonal workWork at officeLocal area
- H&R Block in Dallas is seeking a Seasonal Tax Advisor to prepare accurate returns for individuals and small businesses, conduct client interviews, and deliver tax-saving guidance with the support of our training and technology. You’ll build lasting client relationships,...Seasonal workWork at office
$91k - $321.5k
...LevelSenior ManagerJob Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance to clients on... ...individuals and privately-owned businesses.Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver...Full timeH1bRemote workPwC
Dallas, TX4 days ago$73.5k - $212.28k
...Industry/SectorNot ApplicableSpecialismIFS - FinanceManagement LevelManagerJob Description & SummaryThe OpportunityAs a Partner Tax Preparation Advisor Manager, you will provide personalized tax planning and compliance services to high-net-worth individuals and privately-...Full timeH1bPwC
Dallas, TX3 days ago$90k - $120k
...,000.00 - $120,000.00 Salary/yearJob Purpose: To provide expert tax advice and services to clients, ensuring accurate and timely completion... ...advisory and review processes. About AndersonAnderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas...Temporary workWork at officeRemote work- Intuit, Inc. invites experienced Tax Experts to join our TurboTax Retail or Flagship locations across the United States. You’ll provide... ...individuals and all business entities, serving as the trusted advisor and owning the client relationship on site. You’ll work with a...Local area
- ...Flagship locations across the United States. You will provide in-person tax preparation, tax advice, and software support while building local client relationships. You will be a trusted advisor in the community, contributing to client growth and delivering a best-in-...Local area
$91k - $321.5k
...Specialism IFS - Finance Management Level Senior Manager Job Description & Summary The Opportunity As a Partner Tax Preparation Advisor Senior Manager you will guide private tax preparation and compliance work for high-net-worth individuals and privately...Full timeH1b- Anderson Business Advisors seeks a full-time Tax Advisor to provide expert guidance on individual and business tax returns in a fast-paced national practice. You will plan, prepare, and review tax filings while communicating with clients and authorities as needed. Responsibilities...Full timeWork at office
- ...on‑site TurboTax Retail/Flagship experts to provide full‑service tax preparation for individuals and business entities. You’ll own... ...client base while wearing TurboTax branding and serving as a trusted advisor in a fast‑paced retail setting. #J-18808-Ljbffr Intuit, Inc.Local area
- ...hiring on-site TurboTax Retail Experts to provide comprehensive tax preparation for individuals and small businesses at TurboTax Retail... ...engagement. Responsibilities include serving as a trusted advisor, leveraging Intuit resources, and collaborating with bookkeeping...Local area
- ...hiring year-round TurboTax Retail Experts to provide in-person tax preparation and advisory services at TurboTax Retail or Flagship... ...locations across the United States. You will serve as a trusted advisor, helping customers with simple to complex returns and offering ongoing...Local area
- ...to join our TurboTax Local Service team as on-site experts at a TurboTax location across the United States. You will provide hands-on tax preparation, advice, and software support, building ongoing client relationships in your community. You’ll work closely with a...Local area
- ...Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will prepare returns, provide tax advice, and help grow the local client base while delivering an exceptional customer experience. Must possess active tax credentials...Local area
- ...TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations across the United States. You will perform full-service tax return preparation, provide tax advice, and assist customers using TurboTax products while building local client relationships. The...Local area
- Intuit Inc. is seeking individuals to join our TurboTax Retail team as on-site Retail Experts. You will prepare taxes, provide advice, and support customers at a TurboTax Retail or Flagship location. Grow the local client base through outreach and build lasting customer...Local area
- ...Retail Experts to work on-site at Retail or Flagship locations in the United States, serving in-person customers and providing full tax return preparation and tax advisory services. You’ll help grow the local TurboTax client base, engage with the community, and leverage...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Block Advisor Tax Advisor. Be the first to apply!
- care advisor Dallas, TX
- comfort advisor Dallas, TX
- college advisor Dallas, TX
- trade advisor Dallas, TX
- hvac comfort advisor Dallas, TX
- trust advisor Dallas, TX
- international police advisor Dallas, TX
- service advisor assistant service manager Dallas, TX
- solution advisor Dallas, TX
- operations advisor Dallas, TX