Tax Advisor
On-siteCopperas Cove, Texas, United States
Job Summary
Prepare complete, accurate tax returns for clients with diverse and complex situations, including individual and business returns. Conduct in-depth client interviews to understand financial situations and life changes, then provide clear, personalized recommendations. Build trusted client relationships by delivering empathetic, consultative service, identifying tax savings opportunities, and relevant H&R Block products. Provide IRS support, tax notice assistance, and audit guidance as needed. Collaborate with team members to share knowledge and contribute to a positive, client-focused office environment. This seasonal role requires successful completion of the H&R Block Tax Knowledge Assessment and at least two years of experience in tax preparation or accounting.
Required Qualifications
- Successful completion of the H&R Block Tax Knowledge Assessment
- Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
- Experience working in a client facing, consultative, or advisory role
- Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
- Must complete continuing education and meet all other IRS and applicable state requirements
- High school diploma / GED / equivalent required
Desired Qualifications
- Bachelor's degree in accounting, finance or a related field
- 5+ years of experience in tax preparation, accounting, finance, bookkeeping
- CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
- Experience completing complex returns, tax planning, audit support, or tax notice resolution
- Familiarity with GoSystem or Ultratax software
- Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
- Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)
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