Seasonal Tax Pro & Client Advisor

H&R Block; Carrizo Springs (TX); On-site; USD 30,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships, backed by industry-leading training and technology.

This in-person role at a local H&R Block tax office emphasizes client advisory work, collaboration with a team, and delivering empathetic service while meeting IRS and state requirements.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year 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
• 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

Communication skills

Tax knowledge

Interpersonal skills

Attention to detail

Education

Bachelor's degree in accounting or finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships, backed by industry-leading training and technology.

This in-person role at a local H&R Block tax office emphasizes client advisory work, collaboration with a team, and delivering empathetic service while meeting IRS and state requirements.