Tax Advisor
On-siteCedar Park, Texas, United States
Cedar Park, Texas, United StatesOn-siteFull TimeBachelors DegreeEnterprise
Full TimeBachelors DegreeEnterprise
Job Summary
Review client tax situations, identify opportunities, and provide personalized recommendations to ensure return accuracy and IRS compliance. Present complex concepts in straightforward language, deliver forward-looking financial planning guidance, and support tax notices or audit inquiries. Maintain current knowledge of evolving regulations while leveraging H&R Block's technology and tools. Build lasting client relationships through empathy and consistent follow-through to drive loyalty and repeat engagement. This seasonal, in-person role offers competitive hourly pay and incentives.
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
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