In-Person Seasonal Tax Advisor — Build Client Savings

H&R Block, Inc.; Annapolis (MD); On-site; USD 25,000 - 91,000; Full time

Benefits offered by this job

Medical coverage

401(k) plan

Employee assistance program

Associate discount

Job summary

H&R Block, Inc. seeks a seasonal Tax Advisor to prepare complex tax returns and deliver consultative, client-focused service in a local office. You will interview clients, identify savings opportunities, and provide guidance on tax implications using advanced training and technology.

You will collaborate with teammates in a supportive office environment, maintain compliance, and expand expertise through ongoing IRS/state requirements and product knowledge.

Qualifications

• Tax Knowledge Assessment completed
• 2+ years in tax prep, accounting, finance, or bookkeeping
• Experience in client-facing/advisory role
• Strong verbal and written communication
• Complete continuing education and IRS/state requirements
• High school diploma or GED required

Responsibilities

• Prepare complete, accurate tax returns for diverse clients
• Conduct in-depth client interviews to assess financial situations
• Provide clear, personalized tax-saving recommendations
• Offer IRS support, tax notices, and audit guidance
• Collaborate with team to maintain a positive client-focused office

Skills

Tax knowledge

Client facing

Communication skills

Education requirement

Continuing education

High school diploma

Education

Bachelor's in accounting/finance

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. seeks a seasonal Tax Advisor to prepare complex tax returns and deliver consultative, client-focused service in a local office. You will interview clients, identify savings opportunities, and provide guidance on tax implications using advanced training and technology.

You will collaborate with teammates in a supportive office environment, maintain compliance, and expand expertise through ongoing IRS/state requirements and product knowledge.