Seasonal Tax Advisor: Trusted Guidance & Growth Path

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

Job summary

H&R Block is seeking a seasonal Tax Advisor to help clients navigate complex tax situations and prepare accurate returns. You will interview clients, identify savings opportunities, and provide clear recommendations in a friendly, client-focused office environment.

This in-person role at a local H&R Block tax office emphasizes experience in individual and business tax contexts, with ongoing training and supportive leadership to grow your tax expertise.

Qualifications

• Minimum 2 years of experience in tax preparation or related fields.
• Experience in client-facing advisory role.
• Strong verbal and written communication; explain tax concepts clearly.
• Must complete continuing education and IRS/state requirements.

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 interviewing

Tax preparation

Communication skills

Education

High school diploma or equivalent

Bachelor’s degree in accounting or related field

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a seasonal Tax Advisor to help clients navigate complex tax situations and prepare accurate returns. You will interview clients, identify savings opportunities, and provide clear recommendations in a friendly, client-focused office environment.

This in-person role at a local H&R Block tax office emphasizes experience in individual and business tax contexts, with ongoing training and supportive leadership to grow your tax expertise.