Tax Advisor
$31,200–$31,200 year
On-siteMarble Falls, Texas, United States
Job Summary
Review each client's tax situation, identify opportunities, and provide personalized recommendations while ensuring return accuracy and compliance with IRS regulations. Present complex concepts in straightforward language and deliver forward-looking advice to help clients define financial goals and access relevant products. Collaborate with a Client Care Specialist to support tax notices and audit inquiries, maintaining rigorous standards for every filing. Complete the H&R Block Tax Knowledge Assessment and pursue ongoing education to stay current with evolving tax laws and technology. This seasonal, in-person role offers competitive hourly pay and incentives within a culture dedicated to building lasting client relationships.
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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