Seasonal Tax Advisor: Trusted Client Guidance & Support

H&R Block; Seminole (TX); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Advisor to prepare complete, accurate tax returns for individuals and businesses and to interview clients to understand their financial situations. You’ll provide personalized recommendations, identify tax savings opportunities, and guide clients through IRS notices or audits when needed.

The role emphasizes client relationships, empathetic service, and leveraging HR Block training and technology.

Qualifications

• Completed HR Block Tax Knowledge Assessment or equivalent
• Minimum 2 years in tax preparation, accounting, finance, or bookkeeping
• Experience in client-facing, consultative roles
• Strong communication skills, ability to explain tax concepts clearly
• Must meet IRS/state continuing education and requirements
• High school diploma or equivalent required

Responsibilities

• Prepare accurate tax returns for individuals and businesses
• Conduct client interviews to understand financial situations and tax implications
• Provide tax savings opportunities and recommendations with HR Block products
• Offer IRS support, notice assistance, and audit guidance as needed
• Collaborate with team to maintain a positive, client-focused office environment

Skills

Client-focused communication

Verbal and written communication

Advisory experience

IRS tax knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

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

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Advisor to prepare complete, accurate tax returns for individuals and businesses and to interview clients to understand their financial situations. You’ll provide personalized recommendations, identify tax savings opportunities, and guide clients through IRS notices or audits when needed.

The role emphasizes client relationships, empathetic service, and leveraging HR Block training and technology.