Tax Advisor

H&R Block, Inc.; San Marcos (TX); On-site; USD 25,000 - 44,000; Part time

Benefits offered by this job

Competitive hourly pay

Incentives

Comprehensive benefits

Support for life and professional成长

Job summary

H&R Block is seeking a Tax Advisor for a seasonal, in-person role in San Marcos, Texas. You will guide clients through their tax situations, explain complex concepts in simple terms, and provide proactive tax planning guidance while ensuring accuracy and compliance with IRS regulations.

The role emphasizes building lasting client relationships, leveraging HR Block tools, and continuous learning to stay sharp season after season.

Qualifications

• Minimum of 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including individual and small business returns.
• Successful completion of the HR Block Tax Knowledge Assessment.
• Strong interpersonal and communication skills, including the ability to explain tax concepts in client-friendly language.
• Ability to collaborate within a team environment to deliver a seamless client experience.
• Must complete continuing education and meet all IRS and applicable state requirements.

Responsibilities

• Guide clients through a consultative experience and provide personalized recommendations.
• Translate complexity into client-friendly language for clear understanding of options.
• Deliver forward-looking tax planning guidance and relate HR Block products/services when helpful.
• Review and validate returns to ensure IRS and HR Block standards are met.
• Stay updated with evolving tax regulations and utilize HR Block tools and training.
• Build lasting client relationships through empathy and consistent follow-through.

Skills

Client communication

Explain tax concepts

Team collaboration

Attention to detail

IRS/state compliance

Education

High school diploma

Bachelor's in accounting/finance (preferred)

Tools

GoSystem

UltraTax

Tax Knowledge Assessment

Job description

About The Role

As a Tax Advisor at H&R Block, you’ll help clients navigate their tax needs with confidence and clarity. Supported by technology and a dedicated Client Care Specialist, you’ll review each client’s situation, ensure return accuracy, and provide practical guidance that builds trust and creates value. This is a seasonal, in-person role offering competitive hourly pay and incentives.

• Guide clients through a consultative experience - Review each client’s tax situation, identify opportunities, and provide personalized recommendations that build trust and confidence
• Translate complexity into clarity - Present tax concepts in straightforward, client-friendly language so clients fully understand their return, their options, and the steps they can take to improve their financial picture
• Deliver forward-looking advice - Go beyond this year's return by helping clients define financial goals and providing proactive tax planning guidance, including identifying relevant H&R Block products and services
• Own the accuracy of every return - While technology powers much of the preparation, you review, validate, and ensure every filing meets IRS regulations and H&R Block standards - including support for tax notices and audit inquiries
• Stay sharp on tax law and technology - Keep current with evolving tax regulations, leverage H&R Block's tools and training, and pursue ongoing development to strengthen your expertise season over season
• Build lasting client relationships - Earn client loyalty through empathy, integrity, and consistent follow-through - creating an experience that brings them back year after year

Required Qualifications

• Minimum of 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including individual and small business returns
• Successful completion of the H&R Block Tax Knowledge Assessment¹
• Strong interpersonal and communication skills, including the ability to explain tax concepts in client-friendly language
• Ability to collaborate within a team environment to deliver a seamless client experience
• Must complete continuing education and meet all IRS and applicable state requirements
• High school diploma / GED / equivalent required

Preferred Qualifications

• CPA, Enrolled Agent (EA), or other IRS Circular 230 credential
• 5+ years of experience in tax preparation, accounting, or financial services, including complex returns, tax planning, audit support, and tax notice resolution
• Bachelor's degree in accounting, finance, or a related field
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
• Familiarity with tax preparation software such as GoSystem or UltraTax

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well‑being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

• competitive hourly pay and incentives
• competitive pay
• comprehensive benefits
• support for life both in and outside of work

¹ Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

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