Seasonal Tax Advisor - Trusted Guidance & Savings

H&R Block; McKinney (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, prepare accurate returns, and uncover savings opportunities. This in-person role at a local H&R Block tax office emphasizes trusted advisory service and a supportive training environment.

You'll conduct client interviews, build relationships, and collaborate with team members while delivering empathetic, consultative service and utilizing our industry-leading tools and incentive plan.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in a client facing, consultative, or advisory role.
• Strong verbal and written communication; explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED / equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand finances and life changes.
• Provide personalized recommendations and identify tax savings opportunities.
• Provide IRS support, tax notices, and audit guidance as needed.
• Collaborate with team and maintain a positive, client-focused office environment.

Skills

Tax Knowledge Assessment

2+ years tax experience

Client-facing experience

Communication skills

Continuing education compliance

High school diploma or GED

5+ years tax experience

Complex return experience

AI tools familiarity

Advisory client relationships

Education

High school diploma or GED

Bachelors in Accounting/Finance

CPA or Enrolled Agent credential

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Tax Advisor to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities. This in-person role at a local H&R Block tax office emphasizes trusted advisory service and a supportive training environment.

You'll conduct client interviews, build relationships, and collaborate with team members while delivering empathetic, consultative service and utilizing our industry-leading tools and incentive plan.