Seasonal Tax Advisor - Prep, Planning & Client Care

H&R Block, Inc.; Sanger (TX); On-site; USD 28,000 - 52,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Advisor to prepare complete tax returns and provide personalized advice to clients in our local office. You will interview clients to understand financial situations, identify tax implications, and uncover opportunities for savings.

The role emphasizes client-focused service, in-office collaboration, and ongoing training through Block’s industry-leading resources and technology. The position is located in a local tax office and is in person.

Qualifications

• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience working in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills, including the ability to explain tax concepts clearly to clients.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide guidance on tax savings opportunities and product options.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Tax preparation

Client advisory

Communication

Education

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

GoSystem

UltraTax

Copilot / ChatGPT

Job description

H&R Block, Inc. is seeking a seasonal Tax Advisor to prepare complete tax returns and provide personalized advice to clients in our local office. You will interview clients to understand financial situations, identify tax implications, and uncover opportunities for savings.

The role emphasizes client-focused service, in-office collaboration, and ongoing training through Block’s industry-leading resources and technology. The position is located in a local tax office and is in person.