Seasonal Tax Pro: Advisory & Savings Specialist

H&R Block, Inc.; Kemah (TX); On-site; USD 21,000 - 34,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses in a local tax office in Texas. You will interview clients, identify tax savings, and provide consultative guidance while leveraging training and technology.

The role emphasizes client relationships, empathy, and delivering quality service, with a competitive hourly rate and incentive plan as you grow in tax expertise.

Qualifications

• Must complete the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of tax preparation experience.
• Experience in a client-facing, consultative or advisory role.
• Strong verbal and written communication skills.
• Must meet IRS and state requirements.
• High school diploma / GED / equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand financials and tax implications, provide recommendations.
• Build trusted client relationships and identify tax savings opportunities and HR Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and maintain a positive client-focused office environment.

Skills

Client communication

Experience in tax preparation

Verbal and written communication

Consultative advisory experience

Education

High school diploma or GED

Bachelor’s degree in accounting/finance (preferred)

CPA or EA (preferred)

Tools

GoSystem

Ultratax

AI tools knowledge (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses in a local tax office in Texas. You will interview clients, identify tax savings, and provide consultative guidance while leveraging training and technology.

The role emphasizes client relationships, empathy, and delivering quality service, with a competitive hourly rate and incentive plan as you grow in tax expertise.