Block Advisor Tax Advisor

About the Role

As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you’ll build client relationships that will grow stronger every year.

Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and business services needs year-round. You’ll have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.

Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.

Day to day, you'll...

• Build year-round client relationships

• Provide tax preparation, tax audit support and tax planning year-round

• Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)

• Generate business growth, increase client retention, and offer additional products and services

• Provide clients with IRS support

• All certification levels can provide tax notice services

• Circular 230 associates can provide audit representation

• Grow your tax expertise

Required Qualifications

• 5+ years of tax experience

• Experience completing individual tax returns

• Tax planning and audit support

• Ability to effectively communicate in person and virtually

• Comfort working with virtual tools – video conferencing and chat

• Experience working in a fast-paced, supportive environment

• Successful completion of the H&R Block Tax Knowledge Assessment1 or equivalent

• Must complete continuing education requirements and meet all other IRS and applicable state requirements

1 - Enrollment in or completion of the H&R Block Income Tax Course of Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Preferred Qualifications

• CPA or Enrolled Agent certification

• Experience completing business tax returns

• Experience conducting virtual tax interviews

• Sales and/or marketing experience

• Bachelor’s degree in accounting or related field

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.

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