Seasonal Tax Advisor: Build Trust & Maximize Savings

H&R Block, Inc.; Watauga (TX); On-site; USD 25,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse situations, including individuals and businesses.

You will conduct in-depth client interviews to understand financials, provide clear recommendations, and identify opportunities to save on taxes. In-person at a local H&R Block tax office, with training and incentives tied to performance.

Qualifications

• Minimum 2 years of tax preparation, accounting, finance, or bookkeeping experience including individual and business returns.
• Experience in client-facing, consultative, or advisory role.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide clear, personalized recommendations and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Tax preparation

Client communication

IRS knowledge

Attention to detail

Willingness to learn

Education

High school diploma or GED

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem tax software

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse situations, including individuals and businesses.

You will conduct in-depth client interviews to understand financials, provide clear recommendations, and identify opportunities to save on taxes. In-person at a local H&R Block tax office, with training and incentives tied to performance.