Seasonal Tax Advisor: Expert Returns & Savings

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

Job summary

H&R Block is seeking an Experienced Tax Professional to provide personalized tax planning and preparation for clients with complex situations. You will interview clients, prepare returns for individuals and businesses, and offer tax savings opportunities with the support of industry-leading training and technology.

This in-person seasonal role emphasizes building lasting client relationships, delivering empathetic service, and contributing to a collaborative office environment while earning an

Qualifications

• Passed H&R Block Tax Knowledge Assessment.
• At least 1 year of tax prep or related experience.
• Experience in a client-facing or advisory role.
• Excellent verbal and written communication; explain tax concepts clearly.
• Must maintain IRS/state requirements and complete CE.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Deliver empathetic, consultative service and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive client-focused office environment.

Skills

Tax knowledge assessment

Client facing

Communication

IRS requirements

Education

High school diploma or GED

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA) preferred

Tools

GoSystem

UltraTax

AI-powered tools

Job description

H&R Block is seeking an Experienced Tax Professional to provide personalized tax planning and preparation for clients with complex situations. You will interview clients, prepare returns for individuals and businesses, and offer tax savings opportunities with the support of industry-leading training and technology.

This in-person seasonal role emphasizes building lasting client relationships, delivering empathetic service, and contributing to a collaborative office environment while earning an