Tax Advisor: Consultative Tax Planning & Client Trust

H&R Block; Round Rock (TX); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block is seeking a Tax Advisor for a seasonal, in-person role in Round Rock, TX. You will guide clients through a consultative experience, review their tax situation, identify opportunities, and provide personalized recommendations that build trust and confidence.

Backed by technology and a dedicated Client Care Specialist, you’ll ensure return accuracy, stay current with evolving tax laws, and offer proactive planning guidance to set clients up for the year ahead.

Qualifications

• Minimum 2 years of 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 IRS and state requirements.
• High school diploma / GED / equivalent required.

Responsibilities

• 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 by presenting tax concepts in client-friendly language so clients understand their return and options.
• Deliver forward-looking advice, including tax planning guidance for the year ahead.

Skills

Tax preparation

Client communication

Attention to detail

Team collaboration

IRS rules

Education

High school diploma

Bachelor's degree in accounting

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a Tax Advisor for a seasonal, in-person role in Round Rock, TX. You will guide clients through a consultative experience, review their tax situation, identify opportunities, and provide personalized recommendations that build trust and confidence.

Backed by technology and a dedicated Client Care Specialist, you’ll ensure return accuracy, stay current with evolving tax laws, and offer proactive planning guidance to set clients up for the year ahead.