Seasonal Tax Advisor: Build Trust & Proactive Planning

H&R Block, Inc.; Taylor (TX); On-site; USD 28,000 - 41,000; Part time

Job summary

H&R Block, Inc. is seeking a Tax Advisor for the busy tax season in Taylor, Texas.

You’ll review each client’s situation, ensure return accuracy, and provide practical guidance that builds trust and creates value, supported by technology and a dedicated Client Care Specialist. This in-person role guides clients through a consultative experience, translates tax concepts into clear language, offers proactive planning ideas, and maintains compliance with IRS rules and Block standards to deliver

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

Responsibilities

• Guide clients through a consultative experience — Review each client’s tax situation, identify opportunities, and provide personalized recommendations that build trust and confidence
• Translate complexity into clarity — Present tax concepts in straightforward, client-friendly language so clients fully understand their return, their options, and the steps they can take to improve their financial picture
• Deliver forward-looking advice — Go beyond this year's return by helping clients define financial goals and providing proactive tax planning guidance
• Own the accuracy of every return — Review, validate, and ensure every filing meets IRS regulations and Block standards
• Stay sharp on tax law and technology — Keep current with evolving tax regulations and Block tools
• Build lasting client relationships — Earn client loyalty through empathy, integrity, and consistent follow-through

Job description

H&R Block, Inc. is seeking a Tax Advisor for the busy tax season in Taylor, Texas.

You’ll review each client’s situation, ensure return accuracy, and provide practical guidance that builds trust and creates value, supported by technology and a dedicated Client Care Specialist. This in-person role guides clients through a consultative experience, translates tax concepts into clear language, offers proactive planning ideas, and maintains compliance with IRS rules and Block standards to deliver