Seasonal Tax Advisor - Build Expertise & Client Impact

H&R Block, Inc.; Pantego (TX); On-site; USD 28,000 - 50,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Advisor to prepare complete and accurate tax returns and conduct client interviews in a local office. You will provide personalized recommendations, identify tax savings opportunities, and support clients through IRS notices and audits.

The role emphasizes client-facing advisory work, strong communication, and ongoing education to meet IRS/state requirements. Office-based position with competitive hourly pay and incentive plan.

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

Tax knowledge

Client interviews

Communication

Explain tax concepts

IRS requirements

Team collaboration

Education

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA) credential

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Seasonal Tax Advisor to prepare complete and accurate tax returns and conduct client interviews in a local office. You will provide personalized recommendations, identify tax savings opportunities, and support clients through IRS notices and audits.

The role emphasizes client-facing advisory work, strong communication, and ongoing education to meet IRS/state requirements. Office-based position with competitive hourly pay and incentive plan.