Block Advisor Tax Advisor

Overview

At H&R Block, we believe in the power of people helping people. Our purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We strive to improve our business with a long‑term transformation plan known as Block Next, focusing on innovation, client experience, and sustainable growth. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

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.

• Build year‑round client relationships
• Provide tax preparation, tax audit support and tax planning year‑round
• Create confidence in clients by conducting 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
• 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 Assessment or equivalent
• Must complete continuing education requirements and meet all other IRS and applicable state requirements

• 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

• Employee Assistance Program with Health Advocate
• Wellbeing program, Better You, to help you build healthy habits
• Neurodiversity and caregiver support available to you and your family
• Various discounts on everyday items and services
• Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan (eligibility requirements apply)
• Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not a job offer or guarantee of employment

We remain committed to building a Connected Culture where trust, care, and connections help us work together and ensure everyone feels safe to bring their authentic self to work, belonging to a larger team. You will be in an exceptional work environment recognized on Best Companies lists and surrounded by colleagues who support each other’s growth.

H&R Block is an equal opportunity employer. We celebrate diversity in the workplace, including gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.