Seasonal Tax Advisor: Build Trusted Client Relationships

H&R Block, Inc.; Kaufman (TX); On-site; USD 28,000 - 42,000; Part time

Job summary

H&R Block, Inc. seeks a Seasonal Tax Advisor to prepare accurate returns and deliver client-focused service in a local Texas office.

You will conduct in-depth client interviews, identify tax savings opportunities, and provide clear recommendations while leveraging industry-leading training and technology. In this in-person role, you’ll build trusted relationships and support clients through complex situations, with incentives based on impact.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment 1
• 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 HR 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

Client-facing

Tax knowledge

Attention to detail

Communication

Education

High school diploma or GED

Bachelor's degree preferred

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. seeks a Seasonal Tax Advisor to prepare accurate returns and deliver client-focused service in a local Texas office.

You will conduct in-depth client interviews, identify tax savings opportunities, and provide clear recommendations while leveraging industry-leading training and technology. In this in-person role, you’ll build trusted relationships and support clients through complex situations, with incentives based on impact.