Seasonal Tax Advisor: Client Savings & Strategy

H&R Block; Duncanville (TX); On-site; USD 22,000 - 33,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Advisor to prepare accurate tax returns for individuals and businesses, conduct client interviews, and offer personalized recommendations. You will help clients uncover savings opportunities and build lasting relationships using our training and technology, with an incentive plan tied to impact.

This in-person role at a local H&R Block tax office emphasizes client-focused service, collaboration, and ongoing support to grow tax expertise within a

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment1
• 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

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 selling

Written communication

Attention to detail

Education

Bachelor's degree in accounting or finance

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Advisor to prepare accurate tax returns for individuals and businesses, conduct client interviews, and offer personalized recommendations. You will help clients uncover savings opportunities and build lasting relationships using our training and technology, with an incentive plan tied to impact.

This in-person role at a local H&R Block tax office emphasizes client-focused service, collaboration, and ongoing support to grow tax expertise within a