Seasonal Tax Advisor - Build Trust, Save Clients

H&R Block, Inc.; Mesquite (TX); On-site; USD 20,000 - 36,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse and complex situations. You will conduct in-depth client interviews to understand finances and life changes, then provide clear, personalized recommendations.

As a trusted advisor, you’ll help clients uncover tax savings opportunities and promote relevant H&R Block products, with guidance on IRS notices and audit support.

Qualifications

• Must complete the H&R Block Tax Knowledge Assessment
• Minimum 2 years of experience in tax preparation or related fields
• Experience in a client-facing or advisory role
• Strong communication skills; explain tax concepts clearly
• High school diploma or equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations
• Conduct in-depth client interviews to understand finances and life changes
• Provide personalized tax savings recommendations and relevant H&R Block products
• Offer IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members to maintain a positive client-focused office environment

Skills

Tax knowledge assessment

Client-facing

Strong communication

Education

High school diploma or GED

Bachelor's degree in accounting/finance

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse and complex situations. You will conduct in-depth client interviews to understand finances and life changes, then provide clear, personalized recommendations.

As a trusted advisor, you’ll help clients uncover tax savings opportunities and promote relevant H&R Block products, with guidance on IRS notices and audit support.