Seasonal Tax Advisor — Client-Focused Returns & Savings

H&R Block, Inc.; Hugo (OK); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is hiring a seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse and complex situations. You will conduct in-depth client interviews to understand financial scenarios and provide personalized recommendations, aiming to uncover tax savings opportunities while offering GoSystem/Ultratax expertise.

This in-person role at a local H&R Block tax office emphasizes building trusted relationships, delivering empathetic service, and assisting with IRS notice

Qualifications

• Successful completion of HR 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.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand financial situations and tax implications; provide personalized recommendations.
• Identify tax savings opportunities and promote HR Block products during client interactions.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Client communication

Interviewing

Tax knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS credential

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is hiring a seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse and complex situations. You will conduct in-depth client interviews to understand financial scenarios and provide personalized recommendations, aiming to uncover tax savings opportunities while offering GoSystem/Ultratax expertise.

This in-person role at a local H&R Block tax office emphasizes building trusted relationships, delivering empathetic service, and assisting with IRS notice