Tax Advisor
On-siteAustin, Texas, United States
Job Summary
Review each client's tax situation, identify opportunities, and provide personalized recommendations while ensuring return accuracy and supporting audit inquiries. Present tax concepts in straightforward language and deliver forward-looking advice by defining financial goals and identifying relevant H&R Block products. Keep current with evolving tax regulations, leverage company tools, and pursue ongoing development to strengthen expertise season over season. Build lasting client relationships through empathy, integrity, and consistent follow-through to create an experience that brings them back year after year. This seasonal, in-person role offers competitive hourly pay and incentives for those with at least two years of tax preparation experience.
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
Desired 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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.