Seasonal Tax Advisor - In-Person Client Advisory

H&R Block, Inc.; Oklahoma; On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Industry-leading training

Job summary

H&R Block is seeking a seasonal Tax Advisor in a local tax office. You will prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and provide personalized recommendations for tax savings.

You will deliver empathetic, consultative service and collaborate with team members to maintain a positive office environment. The role emphasizes in-person client interaction, industry-leading training, and access to advanced technology, with

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment
• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication; explain tax concepts clearly
• Must meet continuing education and IRS/state requirements
• High school diploma or equivalent

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations
• Conduct in-depth client interviews to understand financials and implications
• Provide clear, personalized recommendations and tax savings opportunities
• Offer IRS support, tax notice assistance, and audit guidance
• Collaborate with team and maintain a client-focused office environment

Skills

Client-facing communication

Tax knowledge & preparation

IRS/state requirements compliance

Education

Bachelor's degree in accounting, finance, or related field

CPA or Enrolled Agent (EA) credential

Tools

GoSystem

Ultratax

AI-assisted tax tools

Job description

H&R Block is seeking a seasonal Tax Advisor in a local tax office. You will prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and provide personalized recommendations for tax savings.

You will deliver empathetic, consultative service and collaborate with team members to maintain a positive office environment. The role emphasizes in-person client interaction, industry-leading training, and access to advanced technology, with