Seasonal Tax Advisor: Complex Returns & Savings

H&R Block; Deer Park (TX); On-site; USD 28,000 - 41,000; Part time

Job summary

H&R Block is seeking an experienced seasonal Tax Professional to prepare accurate tax returns for clients with complex situations and to build lasting client relationships. You will interview clients to understand finances, advise on tax implications, and suggest H&R Block products for savings opportunities.

The role is in-person at a local H&R Block tax office, offering competitive pay, training, and an incentive plan to reward impact as you grow your tax expertise and serve clients.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year 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.
• Must complete continuing education and meet all other IRS and applicable state requirements.

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

Tax preparation

Client-facing experience

Written communication

Education

Bachelor’s degree in accounting, finance or related field

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking an experienced seasonal Tax Professional to prepare accurate tax returns for clients with complex situations and to build lasting client relationships. You will interview clients to understand finances, advise on tax implications, and suggest H&R Block products for savings opportunities.

The role is in-person at a local H&R Block tax office, offering competitive pay, training, and an incentive plan to reward impact as you grow your tax expertise and serve clients.