Seasonal Tax Advisor: Build Client Relationships & Savings

H&R Block, Inc.; Dunkirk (MD); On-site; USD 40,000 - 145,000; Full time

Job summary

H&R Block, a leading tax services provider, seeks a seasonal Tax Advisor to help clients with complex tax situations, prepare returns, and identify savings opportunities. This in-person role at a local H&R Block tax office offers training, competitive pay, and an incentive plan for impact as you build tax expertise and client relationships.

Responsibilities include conducting client interviews, preparing complete returns for individuals and businesses, and providing IRS support and audit

Qualifications

• Must complete the H&R Block Tax Knowledge Assessment
• Minimum 2 years of tax preparation/related experience
• Experience in client-facing/advisory roles
• Ability to explain tax concepts clearly to clients
• Meet IRS/state requirements and continue education requirements
• High school diploma or equivalent required

Responsibilities

• Prepare complete tax returns for individuals and businesses
• Conduct in-depth client interviews to assess financial situations
• Provide personalized recommendations and identify tax savings opportunities
• Offer IRS support and audit guidance when needed
• Collaborate with team to maintain a positive, client-focused office environment

Skills

Client interviews

Communication skills

Tax knowledge

IRS/Continuing education

Team collaboration

Education

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent

High school diploma

Tools

GoSystem

Ultratax

AI tools

Job description

H&R Block, a leading tax services provider, seeks a seasonal Tax Advisor to help clients with complex tax situations, prepare returns, and identify savings opportunities. This in-person role at a local H&R Block tax office offers training, competitive pay, and an incentive plan for impact as you build tax expertise and client relationships.

Responsibilities include conducting client interviews, preparing complete returns for individuals and businesses, and providing IRS support and audit