Seasonal Tax Advisor: Build Trusted Client Relationships

H&R Block, Inc.; Copperas Cove (TX); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Advisor to prepare accurate tax returns for a diverse client base in a local office. You will interview clients to understand their financial situations, offer personalized guidance, and identify tax savings opportunities while delivering empathetic service.

You will collaborate with a team, support IRS notice processes, and help maintain a positive, client-focused office culture. A strong background in tax prep and client advisory roles is essential.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment.
• 2+ years of experience in tax preparation, accounting, finance, or bookkeeping; including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse situations (individual and business).
• Conduct in-depth client interviews to understand finances and tax implications; provide personalized recommendations.
• Build trusted client relationships and identify tax savings opportunities and related H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team and contribute to a positive client-focused office environment.

Skills

Client facing

Communication

Tax knowledge

Advisory mindset

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a Seasonal Tax Advisor to prepare accurate tax returns for a diverse client base in a local office. You will interview clients to understand their financial situations, offer personalized guidance, and identify tax savings opportunities while delivering empathetic service.

You will collaborate with a team, support IRS notice processes, and help maintain a positive, client-focused office culture. A strong background in tax prep and client advisory roles is essential.