Seasonal Tax Advisor – In-Person, Client-Focused

H&R Block; Royse City (TX); On-site; USD 25,000 - 41,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Advisor to prepare accurate tax returns for individuals and businesses, interviewing clients to understand finances and life changes, and offering personalized strategies. You’ll build lasting client relationships with empathetic, consultative service and promote relevant H&R Block products.

You’ll work in-person at a local H&R Block office, leveraging industry-leading training and technology, with a competitive hourly rate and incentive plan tied to impact as

Qualifications

• Successful 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 skills and ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations (individual and business)
• Conduct in-depth client interviews to understand financial situations and life changes
• Provide clear, personalized recommendations and tax savings opportunities
• Build trusted client relationships with empathetic, consultative service
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and contribute to a positive office environment

Skills

Tax knowledge assessment

Client-facing experience

Communication skills

Explain tax concepts clearly

IRS/state requirements knowledge

Education

High school diploma / GED

Bachelor's degree (preferred)

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Tax Advisor to prepare accurate tax returns for individuals and businesses, interviewing clients to understand finances and life changes, and offering personalized strategies. You’ll build lasting client relationships with empathetic, consultative service and promote relevant H&R Block products.

You’ll work in-person at a local H&R Block office, leveraging industry-leading training and technology, with a competitive hourly rate and incentive plan tied to impact as