H&R Block

Tax Advisor Position Focused on Comprehensive Client Tax Services

📍 Location
stockton, municipality of glenboro – south cypress
⏰ Job Type
Full-time
📅 Posted
May 29, 2026
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Job Description

Become a Tax Advisor providing comprehensive tax services to clients year-round. Benefit from ongoing expert support while utilizing advanced technology for efficient service delivery.

In this role, you will engage directly with clients and help them achieve their financial goals through effective tax planning and preparation. Ideal candidates will have strong interpersonal skills and a passion for guiding clients in complex tax situations.

Key Responsibilities:
• Build and maintain year-round client relationships
• Conduct detailed tax planning and preparation services
• Facilitate virtual tax interviews using advanced tools
• Promote client retention and expand service offerings
• Provide vital support with IRS matters and audits

Requirements:
• At least 5 years of relevant tax experience
• Experience with individual tax return preparation
• Proficient in conducting virtual communications
• C...

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