Seasonal Tax Advisor: Client-Focused, Tax Savings Pro

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

Job summary

H&R Block, Inc. is seeking a seasonal Tax Advisor to prepare individual and business returns in-person at a local tax office. You will interview clients to understand financial situations, explain tax implications clearly, and identify savings opportunities while building lasting relationships.

We offer training, support, and an incentive plan based on impact as you grow tax expertise and serve clients.

Qualifications

• 2+ years of tax preparation or related field.
• Experience in client-facing advisory roles.
• Strong verbal and written communication; explain tax concepts clearly.
• Commitment to continuing education and IRS/state requirements.
• High school diploma or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to assess financial situations and tax implications.
• Provide tax savings opportunities and product recommendations.
• Provide IRS support, tax notice assistance, and audit guidance.
• Collaborate with team to maintain a positive client-focused office.

Skills

Client communication

Consultative skills

Attention to detail

Education

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Tax Advisor to prepare individual and business returns in-person at a local tax office. You will interview clients to understand financial situations, explain tax implications clearly, and identify savings opportunities while building lasting relationships.

We offer training, support, and an incentive plan based on impact as you grow tax expertise and serve clients.