Job Description
H&R Block is seeking a Tax Advisor to provide expert, client-focused tax preparation and guidance to individuals and small businesses. In this role, you will conduct client interviews, gather financial information, and prepare accurate, compliant federal and state tax returns using H&R Block software and digital tools. You'll explain complex tax concepts in clear terms, identify credits and deductions, and offer practical tax planning strategies. You will stay current on evolving tax laws, maintain strict confidentiality, and collaborate with teammates during peak seasons. H&R Block offers comprehensive training, opportunities to grow your expertise in tax and compliance, and a culture built on integrity, service, and helping clients make informed financial decisions.
Responsibilities
- Provide in-person and virtual tax preparation for individuals and small businesses
- Analyze financial information to maximize refunds and minimize liabilities within IRS regulations
- Conduct client interviews to gather tax-related data and documentation
- Review returns for accuracy, compliance, and completeness before filing
- Educate clients on tax implications, credits, and deductions in clear terms
- Maintain up-to-date knowledge of federal and state tax laws and changes
- Use H&R Block software and digital tools to prepare and e-file returns
- Protect client confidentiality and follow firm policies and compliance standards
- Collaborate with office team members during peak tax season
- Recommend additional H&R Block financial and advisory services when appropriate
Required Skills
- Tax preparation (individual and small business)
- Knowledge of IRS and state tax regulations
- Use of professional tax software
- Financial analysis and tax planning
- Data entry accuracy and document review
- Client interviewing and needs assessment
- E-file and electronic document management
- Researching tax codes and updates
- Written and verbal communication
- Time management during peak season