Seasonal Tax Advisor: Save Clients, Build Expertise

H&R Block, Inc.; Cedar Hill (TX); On-site; USD 28,000 - 50,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse tax needs, including individuals and businesses. You will conduct in-depth client interviews, offer personalized recommendations, and help clients uncover tax savings opportunities.

You will build strong client relationships by delivering empathetic, consultative service and collaborating with team members in a local office environment that values learning and growth.

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 in client-friendly language.
• Must complete continuing education and meet all other 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

Client-facing experience

Tax knowledge

Communication skills

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse tax needs, including individuals and businesses. You will conduct in-depth client interviews, offer personalized recommendations, and help clients uncover tax savings opportunities.

You will build strong client relationships by delivering empathetic, consultative service and collaborating with team members in a local office environment that values learning and growth.