Seasonal Tax Advisor — In-Person, Client-Focused Guidance

H&R Block, Inc.; Round Rock (TX); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block in Round Rock, TX is seeking a seasonal Tax Advisor to review client returns, provide proactive guidance, and ensure IRS compliance. This in-person role supports clients with personalized recommendations and uses technology to deliver accurate results.

You’ll work with a dedicated Client Care Specialist to build trust and create value. Key requirements include 2+ years in tax prep or related fields, successful completion of the Tax Knowledge Assessment, and strong communication skills

Qualifications

• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping
• Successful completion of the HR Block Tax Knowledge Assessment
• Strong interpersonal and communication skills, ability to explain tax concepts clearly to clients
• Ability to collaborate within a team to deliver a seamless client experience
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED or equivalent

Responsibilities

• Guide clients through a consultative experience — Review each client’s tax situation and provide personalized recommendations
• Translate complexity into clarity — Present tax concepts in client-friendly language so clients understand their return
• Deliver forward-looking advice — Help clients define financial goals and provide proactive tax planning guidance
• Own the accuracy of every return — Review and ensure filings meet IRS regulations and HR Block standards
• Stay current with evolving tax regulations and tools used by HR Block
• Build lasting client relationships through empathy and integrity

Skills

Interpersonal skills

Communication skills

Team collaboration

Client education

Education

High school diploma / GED

Bachelor's degree in accounting/finance (preferred)

Tools

GoSystem

UltraTax

Copilot / ChatGPT familiarity

Job description

H&R Block in Round Rock, TX is seeking a seasonal Tax Advisor to review client returns, provide proactive guidance, and ensure IRS compliance. This in-person role supports clients with personalized recommendations and uses technology to deliver accurate results.

You’ll work with a dedicated Client Care Specialist to build trust and create value. Key requirements include 2+ years in tax prep or related fields, successful completion of the Tax Knowledge Assessment, and strong communication skills