Seasonal Tax Advisor — Client-Focused IRS Support

H&R Block; Clyde (TX); On-site; USD 28,000 - 34,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individual and business returns.

You will conduct in-depth client interviews, understand financial life changes, and provide personalized recommendations. The role focuses on building trusted relationships and offering tax savings opportunities in a supportive, in-person office setting.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience in a client facing, consultative, or advisory role.
• Strong verbal and written communication skills; explain tax concepts clearly.
• Must complete continuing education and meet all IRS/state requirements.
• High school diploma or GED or 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; provide personalized recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and H&R 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

Tax knowledge assessment

2+ years experience

Client facing

Communication skills

IRS/state requirements

Education

High school diploma or GED

Bachelor’s degree in accounting/finance

CPA or EA or other IRS credential

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Seasonal Tax Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individual and business returns.

You will conduct in-depth client interviews, understand financial life changes, and provide personalized recommendations. The role focuses on building trusted relationships and offering tax savings opportunities in a supportive, in-person office setting.