Tax Advisor
On-siteLenexa, Kansas, United States
Job Summary
Review each client's tax situation, identify opportunities, and provide personalized recommendations to build trust and confidence. Present tax concepts in straightforward, client-friendly language while delivering forward-looking advice on financial goals and proactive tax planning. Own the accuracy of every return by validating filings against IRS regulations and H&R Block standards, including support for tax notices and audit inquiries. Keep current with evolving tax regulations and leverage H&R Block's tools to strengthen expertise season over season. Earn client loyalty through empathy and consistent follow-through to create a seamless, consultative experience.
Required Qualifications
- Minimum of 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including individual and small business returns
- Successful completion of the H&R Block Tax Knowledge Assessment
- Strong interpersonal and communication skills, including the ability to explain tax concepts in client-friendly language
- Ability to collaborate within a team environment to deliver a seamless client experience
- Must complete continuing education and meet all IRS and applicable state requirements
- High school diploma / GED / equivalent required
Desired Qualifications
- CPA, Enrolled Agent (EA), or other IRS Circular 230 credential
- 5+ years of experience in tax preparation, accounting, or financial services, including complex returns, tax planning, audit support, and tax notice resolution
- Bachelor's degree in accounting, finance, or a related field
- Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)
- Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
- Familiarity with tax preparation software such as GoSystem or UltraTax
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