Seasonal Tax Advisor: Complex Returns & Client Care

H&R Block, Inc.; Forney (TX); On-site; USD 28,000 - 41,000; Part time

Benefits offered by this job

Competitive pay

Incentive plan

Seasonal role

Job summary

H&R Block, Inc. is seeking a seasonal Tax Advisor to prepare accurate tax returns for diverse clients and conduct in-depth interviews to tailor recommendations.

This in-person role at a local H&R Block tax office focuses on delivering empathetic, consultative service while highlighting available tax-saving opportunities and Block products. The position emphasizes strong communication, ongoing IRS/state requirements, and collaboration within a client-centric office to drive meaningful tax

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment 1.
• 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 interviews

Explain tax concepts

Consultative service

Education

High school diploma or equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) credential

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Tax Advisor to prepare accurate tax returns for diverse clients and conduct in-depth interviews to tailor recommendations.

This in-person role at a local H&R Block tax office focuses on delivering empathetic, consultative service while highlighting available tax-saving opportunities and Block products. The position emphasizes strong communication, ongoing IRS/state requirements, and collaboration within a client-centric office to drive meaningful tax