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H&R Block
Block Advisors Tax Advisor
Cary, North Carolina, United States · On-site
Senior
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Full-time
high school, bachelor degree, professional certificate
Competitive hourly rate, Incentive plan, Training, Continuing education support
Posted 11d ago
Apply by Sep 1
~40 hrs/week
Responsibilities
The Tax Advisor will prepare accurate individual and business tax returns while providing consultative financial advice to clients. They are responsible for building year-round relationships, identifying tax savings opportunities, and providing audit or IRS support.
Requirements
Candidates must have at least 5 years of experience in tax preparation, accounting, or finance and have successfully completed the H&R Block Tax Knowledge Assessment. A high school diploma or equivalent is required, with a preference for a bachelor's degree and professional credentials like CPA or Enrolled Agent.
Full job description
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.
With expert guidance, upfront pricing, and more ways to file, it’s #BetterWithBlock.
Industry
Financial Services
Company size
10,001+ employees
Founded
1955
Headquarters
Kansas City, MO
LinkedIn followers
260,567
H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve prepared approximately 800 million tax returns and grown to have approximately 12,000 offices throughout the United States and around the world. We know that tax needs and situations change from year to year. That’s why we offer new and innovative ways to prepare and file taxes so clients can choose what suits them best.
We are a people company first and a tax company second. With this in mind, we deliver care in every interaction, conversation, and at each touchpoint. That’s how we build long-lasting relationships with clients, communities, and associates.
People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's because our company still has the feeling of ‘family’ serving as the foundation for our associates and franchisees who bring our purpose to life each day. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more.
Our ideas are rooted in unique and diverse perspectives fueled by curiosity and creativity. We’re not afraid to try new things, and never rest on past success. We are passionate in the way we advocate for each other, for our clients, and most importantly, we not only say we are better together…we truly believe it!
Offices: One H&R Block Way, Kansas City, MO 64105, US · 1301 Main Street, Kansas City, Missouri 64105, US