Seasonal Tax Advisor | Build Client Relationships & Savings

H&R Block, Inc.; Aston Township (PA); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for diverse client situations in a local tax office. You will interview clients, understand changes in finances, and provide clear recommendations to maximize savings.

The role emphasizes client-centric service, advisory capabilities, and ongoing education while collaborating with team members in a supportive office setting.

Qualifications

• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping for individual and business returns.
• Experience in a client facing, consultative, or advisory role.
• Must complete continuing education and meet IRS/state requirements.
• Successful completion of the HR Block Tax Knowledge Assessment.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct client interviews to understand financials and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Provide IRS support, audit guidance, and tax notice resolution when needed.
• Collaborate with team and maintain a client-focused office environment.

Skills

Tax knowledge

Client facing

Communication

Education continuing

Explain tax concepts

Education

Bachelor’s degree in accounting, finance or related field

High school diploma or GED

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for diverse client situations in a local tax office. You will interview clients, understand changes in finances, and provide clear recommendations to maximize savings.

The role emphasizes client-centric service, advisory capabilities, and ongoing education while collaborating with team members in a supportive office setting.