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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.
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 — 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
Requirements
- 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 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
- High school diploma / GED / equivalent required
Skills
- Tax preparation
- Accounting
- Finance
- Bookkeeping
- Individual tax returns
- Small business returns
- Interpersonal skills
- Communication skills
- Client relationship management
- Tax planning
- Audit support
- Tax notice resolution
- AI-powered tools
- Tax preparation software
Location
- In-person
Work Type
- Seasonal
- In-person
Experience Level
- Minimum of 2 years of experience
- 5+ years of experience
Education Level
- High school diploma / GED / equivalent
- Bachelor's degree in accounting, finance, or a related field
- CPA
- Enrolled Agent (EA)
Salary/Compensations
- Competitive hourly pay and incentives
About the Company
- 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.
- We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.