Block Advisors 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.

• Build year‑round client relationships
• Provide tax preparation, tax audit support and tax planning year‑round
• Create confidence in our 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

We invest in your well‑being through competitive pay, comprehensive benefits, and support for life both in and outside of work.