Seasonal Tax Advisor: Complex Returns & Client Advisory

H&R Block; Stephenville (TX); On-site; USD 28,000 - 44,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

In-person office

Job summary

H&R Block is seeking a Seasonal Tax Advisor to help clients navigate complex returns, conduct in-depth interviews, and uncover savings opportunities. You will provide IRS support and deliver personalized recommendations in a face-to-face, in-person office setting.

You will join a team focused on client service with industry-leading training and technology, an incentive plan, and a competitive hourly rate as you build tax expertise.

Qualifications

• Minimum 2 years of experience in tax preparation or related fields.
• Experience handling individual and business returns.
• Strong client-facing and advisory communication.
• Must meet IRS/state continuing education requirements.

Responsibilities

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

Skills

Tax knowledge

Client communication

IRS regulations understanding

Education

High school diploma or GED

Bachelor’s degree (preferred)

CPA or Enrolled Agent (EA) (preferred)

Tools

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a Seasonal Tax Advisor to help clients navigate complex returns, conduct in-depth interviews, and uncover savings opportunities. You will provide IRS support and deliver personalized recommendations in a face-to-face, in-person office setting.

You will join a team focused on client service with industry-leading training and technology, an incentive plan, and a competitive hourly rate as you build tax expertise.