Seasonal Tax Advisor — Client-Focused Returns & Planning

H&R Block; Levelland (TX); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Advisor to prepare complete, accurate tax returns for a diverse client base and to interview clients to understand life changes and tax implications.

You will build trusted relationships, deliver empathetic, consultative service, identify savings opportunities and offer guidance on IRS notices, with access to industry-leading training and technology, and an incentive plan to reward impact.

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 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 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

Tax preparation

Client interviewing

IRS/state requirements

Communication skills

Attention to detail

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Advisor to prepare complete, accurate tax returns for a diverse client base and to interview clients to understand life changes and tax implications.

You will build trusted relationships, deliver empathetic, consultative service, identify savings opportunities and offer guidance on IRS notices, with access to industry-leading training and technology, and an incentive plan to reward impact.