Seasonal Tax Advisor: Build client relationships & savings

H&R Block; Van (TX); On-site; USD 22,000 - 34,000; Part time

Job summary

H&R Block in Texas seeks a seasonal Tax Advisor to help clients navigate complex tax situations, prepare accurate returns for individuals and businesses, and ensure compliance with current tax laws, while delivering step-by-step guidance.

You'll conduct in-depth client interviews, assess life changes affecting taxes, provide clear recommendations, build trusted relationships, and promote tax savings opportunities and relevant H&R Block products, supported by training and technology.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Skills

Client facing

Verbal and written communication

Education

High school diploma / GED

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block in Texas seeks a seasonal Tax Advisor to help clients navigate complex tax situations, prepare accurate returns for individuals and businesses, and ensure compliance with current tax laws, while delivering step-by-step guidance.

You'll conduct in-depth client interviews, assess life changes affecting taxes, provide clear recommendations, build trusted relationships, and promote tax savings opportunities and relevant H&R Block products, supported by training and technology.