Seasonal Tax Advisor: Clarity, Planning & Client Care

H&R Block; McAllen (TX); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block in McAllen, TX is seeking a Tax Advisor for a seasonal, in-person role. You will review clients’ tax situations, provide personalized recommendations, and ensure return accuracy with IRS standards. This role is supported by technology and a dedicated Client Care Specialist.

You’ll translate complex tax concepts into clear guidance, build lasting client relationships, and offer proactive tax planning while advancing your expertise in a dynamic tax environment.

Qualifications

• Minimum of 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including individual and small business returns
• Strong interpersonal and communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all IRS and applicable state requirements

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, including identifying relevant H&R Block products and services
• Own the accuracy of every return — While technology powers much of the preparation, you review, validate, and ensure every filing meets IRS regulations and H&R Block standards — including support for tax notices and audit inquiries
• Stay sharp on tax law and technology — Keep current with evolving tax regulations, leverage H&R Block's tools and training, and pursue ongoing development to strengthen your expertise season over season
• Build lasting client relationships — Earn client loyalty through empathy, integrity, and consistent follow-through — creating an experience that brings them back year after year

Skills

Interpersonal skills

Communication

Team collaboration

Explain tax concepts

Education

High school diploma / GED

Bachelor's degree in accounting or finance

Tools

GoSystem

UltraTax

AI tools familiarity

Job description

H&R Block in McAllen, TX is seeking a Tax Advisor for a seasonal, in-person role. You will review clients’ tax situations, provide personalized recommendations, and ensure return accuracy with IRS standards. This role is supported by technology and a dedicated Client Care Specialist.

You’ll translate complex tax concepts into clear guidance, build lasting client relationships, and offer proactive tax planning while advancing your expertise in a dynamic tax environment.