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Block Advisor Tax Advisor

Job in Westerville, Delaware County, Ohio, 43082, USA
Listing for: H&R Block, Inc.
Full Time position
Listed on 2026-06-13
Job specializations:
  • Finance & Banking
    Tax Accountant, Tax Advisor, Tax Manager
  • Accounting
    Tax Accountant, Tax Advisor, Tax Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Block  Advisor Tax Advisor
Location: Westerville

A Tax Advisor at Block Advisors helps clients with diverse tax and business services year‑round, providing advanced tax training and support.

Responsibilities
  • Build year‑round client relationships.
  • Provide tax preparation, tax audit support, and tax planning year‑round.
  • Conduct tax interviews face‑to‑face and via 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.
Requirements
  • 5+ years of tax experience.
  • Experience completing individual tax returns.
  • Tax planning and audit support experience.
  • Ability to communicate effectively 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.
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.

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.

Equal Employment Opportunity

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

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