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Job description
About the Role
nAs 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.
nnnPrepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
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nnConduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
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nnBuild trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services
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nnProvide IRS support, tax notice assistance, and audit guidance to clients as needed
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nnCollaborate with team members, share knowledge, and contribute to a positive, client-focused office environment
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n nRequired Qualifications
nnnSuccessful completion of the H&R Block Tax Knowledge Assessment¹
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nn5+ years of experience in tax preparation, accounting, finance, or bookkeeping
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nnExperience preparing complex individual returns and business returns, including tax planning, audit support, and tax notice resolution
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nnExperience working in a client-facing, consultative, or advisory role
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nnStrong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
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nnMust complete continuing education and meet all other IRS and applicable state requirements
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nnHigh school diploma / GED / equivalent
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n nPreferred Qualifications
nnnBachelor’s degree in accounting, finance, or a related field
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nnCPA or Enrolled Agent (EA), or other IRS Circular 230 credentials
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nnFamiliarity with GoSystem or Ultratax software
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nnFamiliarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
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nnExperience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)
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n nWhy work for us
nAt 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.
nThat 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.
n¹ - 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.
nPay Range Information
nThe pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
nPay Range
n$16.90 - $80.00/Hr.
nSponsored Job
nMontenegro-3321-SAN FRANCISCO CA
Worksite address
san bruno, CA, 94066, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.