Seasonal Tax Advisor — Client-Focused, In-Person Role

H&R Block, Inc.

Leander (TX)

On-site

USD 30,000 - 39,000

Full time

14 days+
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Job summary

H&R Block is seeking a Tax Advisor for a seasonal, in-person role in Texas. You will review clients' tax situations, ensure return accuracy, and offer practical guidance, supported by technology and a Client Care Specialist.

Responsibilities include guiding clients through consultative experiences, translating complex tax concepts into clear language, and providing proactive tax planning. You will help clients understand options and build trust for future visits.

Qualifications

  • 2+ years of tax preparation, accounting, finance, or bookkeeping, incl. individuals and small businesses
  • Successful completion of the H&R Block Tax Knowledge Assessment
  • Strong interpersonal and communication skills with client-friendly language
  • Ability to collaborate within a team to deliver a seamless client experience
  • Must complete continuing education and meet IRS/state requirements
  • High school diploma or GED or equivalent

Responsibilities

  • Guide clients through a consultative experience, reviewing tax situations and providing recommendations
  • Translate complexity into clear, client-friendly tax concepts and options
  • Deliver proactive tax planning guidance and discuss H&R Block products and services
  • Own the accuracy of every return, and support tax notices and audits
  • Stay updated on tax law and technology via training and ongoing development
  • Build lasting client relationships with empathy, integrity, and follow-through

Skills

Interpersonal skills
Client communication
Team collaboration
Tax knowledge
Attention to detail

Education

High school diploma or GED
Bachelor's degree in accounting/finance/related
CPA or EA certification

Tools

GoSystem
UltraTax

Job description

H&R Block is seeking a Tax Advisor for a seasonal, in-person role in Texas. You will review clients' tax situations, ensure return accuracy, and offer practical guidance, supported by technology and a Client Care Specialist.

Responsibilities include guiding clients through consultative experiences, translating complex tax concepts into clear language, and providing proactive tax planning. You will help clients understand options and build trust for future visits.

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