Seasonal Tax Advisor: Client-Focused Returns & Strategy

H&R Block, Inc.; Sweetwater (TX); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan

In-person at local office

Job summary

H&R Block is seeking a Seasonal Tax Advisor to prepare complete, accurate tax returns for clients with diverse situations and to conduct in-depth client interviews for personalized recommendations.

You will build trusted relationships, identify tax savings opportunities, and provide IRS support and audit guidance as needed, within a supportive office environment that rewards performance.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 2 years of experience in tax preparation or related fields, including individual and business returns.
• Experience in client-facing, consultative, or advisory roles and clear communication of tax concepts.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED 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 and tax implications, then provide personalized recommendations.
• Build trusted client relationships through empathetic, consultative service and identify tax savings opportunities and relevant H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Tax knowledge

Client interview

Communication skills

Consultative service

Explain tax concepts

Education

High school diploma or GED

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Seasonal Tax Advisor to prepare complete, accurate tax returns for clients with diverse situations and to conduct in-depth client interviews for personalized recommendations.

You will build trusted relationships, identify tax savings opportunities, and provide IRS support and audit guidance as needed, within a supportive office environment that rewards performance.