Tax Advisor

Tax Advisor

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 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

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

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.

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.