Seasonal Tax Advisor: Client-Focused Returns & Planning

H&R Block; Lubbock (TX); On-site; USD 32,000 - 52,000; Part time

Benefits offered by this job

Competitive hourly rate

Incentive plan based on impact

Training and career growth through H&R

Job summary

H&R Block is seeking a seasonal Tax Advisor to prepare accurate returns and guide clients through complex tax scenarios. You will interview clients, identify savings opportunities, and offer empathetic, consultative service backed by training and technology.

This in-person role at a local H&R Block office emphasizes building lasting client relationships while delivering guidance on tax implications and products.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 2 years of experience in tax preparation or related fields.
• Experience in client-facing, consultative, or advisory roles.
• Strong communication skills, able to explain tax concepts clearly.
• Must meet IRS/state continuing education requirements and have a high school diploma.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand finances and provide recommendations.
• Build trusted client relationships and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive office environment.

Skills

Client communication

Consultative selling

Attention to detail

IRS/tax knowledge

Verbal/written communication

Education

Bachelor's degree in accounting/finance or related field

High school diploma / GED

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Tax Advisor to prepare accurate returns and guide clients through complex tax scenarios. You will interview clients, identify savings opportunities, and offer empathetic, consultative service backed by training and technology.

This in-person role at a local H&R Block office emphasizes building lasting client relationships while delivering guidance on tax implications and products.