Seasonal Tax Advisor - Client-Focused Tax Prep

H&R Block; Ada (OK); On-site; USD 25,000 - 41,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Advisor to prepare accurate tax returns for diverse clients, including individuals and businesses. You will interview clients to understand financial situations and provide personalized recommendations, building strong relationships and identifying tax-saving opportunities.

This in-person role at a local H&R Block tax office offers training, access to industry-leading tools, and an incentive plan tied to your impact on client outcomes.

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
• Bachelor’s degree in accounting, finance or a related field
• 5+ years of experience in tax preparation, accounting, finance, bookkeeping
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
• Experience completing complex returns, tax planning, audit support, or tax notice resolution
• Familiarity with GoSystem or Ultratax software
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

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 advisory

Client communication

Consultative role

Education

Bachelor's degree in accounting or finance

High school diploma or GED

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Tax Advisor to prepare accurate tax returns for diverse clients, including individuals and businesses. You will interview clients to understand financial situations and provide personalized recommendations, building strong relationships and identifying tax-saving opportunities.

This in-person role at a local H&R Block tax office offers training, access to industry-leading tools, and an incentive plan tied to your impact on client outcomes.