Seasonal Tax Advisor: Client-Focused Savings & Training

H&R Block, Inc.; Horizon City (TX); On-site; USD 28,000 - 39,000; Part time

Job summary

H&R Block seeks a Seasonal Tax Advisor to prepare accurate tax returns for individuals and businesses, interview clients to assess financial situations, and offer personalized recommendations. You’ll help clients save taxes, leverage H&R Block products, and provide IRS notice assistance as needed.

This in-person role is based at a local H&R Block tax office, offering an hourly rate plus incentive opportunities and industry-leading training.

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; ability to explain tax concepts clearly.
• Must complete continuing education and meet 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—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

Client communication

Consultative advisory

Attention to detail

Tax knowledge

Education

High school diploma or equivalent

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block seeks a Seasonal Tax Advisor to prepare accurate tax returns for individuals and businesses, interview clients to assess financial situations, and offer personalized recommendations. You’ll help clients save taxes, leverage H&R Block products, and provide IRS notice assistance as needed.

This in-person role is based at a local H&R Block tax office, offering an hourly rate plus incentive opportunities and industry-leading training.