Seasonal Tax Advisor — In-Person, Client Savings

H&R Block, Inc.; Commerce (TX); On-site; USD 21,000 - 34,000; Full time

Benefits offered by this job

Competitive hourly rate

Incentive plan based on performance

Job summary

H&R Block, Inc. is seeking a seasonal Tax Advisor to assist clients with complex tax situations in a local office.

You will conduct client interviews, prepare accurate returns for individuals and businesses, and identify tax-saving opportunities while building lasting relationships. You will work with a supportive team, receive comprehensive training and tools, and be rewarded through an incentive plan based on your impact and tax expertise development.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment.
• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet all IRS and applicable state requirements.
• High school diploma / GED / equivalent required.

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

Communication

Client facing

Interviewing clients

Tax knowledge

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Tax Advisor to assist clients with complex tax situations in a local office.

You will conduct client interviews, prepare accurate returns for individuals and businesses, and identify tax-saving opportunities while building lasting relationships. You will work with a supportive team, receive comprehensive training and tools, and be rewarded through an incentive plan based on your impact and tax expertise development.