Tax Advisor - RA

H&R Block•Georgetown, TX

1d•Onsite

About The Position

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. You will guide clients through a consultative experience, translate tax concepts into clear and client-friendly language, and offer forward-looking tax planning guidance. You will review and validate returns to ensure they meet IRS regulations and H&R Block standards, including assisting with tax notices and audit inquiries. You will keep current with tax regulations and technology, use company tools and training, and build lasting client relationships through empathy, integrity, and follow-through.

Requirements

At least 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, or equivalent.

Nice To Haves

CPA, Enrolled Agent (EA), or another IRS Circular 230 credential.
5 or more 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, such as financial advising, insurance, or professional services.
Familiarity with AI-powered tools such as Microsoft Copilot or ChatGPT.
Familiarity with tax preparation software such as GoSystem or UltraTax.

Responsibilities

Review clients’ tax situations, identify opportunities, and provide personalized recommendations.
Explain tax concepts in straightforward, client-friendly language, helping clients understand their returns, options, and steps to improve their financial picture.
Help clients define financial goals and provide proactive tax planning guidance, including identifying relevant H&R Block products and services.
Review and validate tax returns to ensure accuracy and compliance with IRS regulations and H&R Block standards.
Support clients with tax notices and audit inquiries.
Keep current with tax regulations and use H&R Block tools and training to strengthen tax expertise.
Build client loyalty through empathy, integrity, and consistent follow-through.