Seasonal Tax Advisor: Build Client Trust & Savings

H&R Block, Inc.; Springfield Township (Delaware County); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Advisor to help clients navigate complex tax situations with confidence, prepare accurate returns, and uncover savings opportunities using industry-leading training and technology.

You will conduct client interviews, explain tax implications in plain language, deliver empathetic, consultative service, and collaborate with a team in a local office to build lasting client relationships.

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

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Skills

Client-facing

Communication skills

Tax knowledge

Interviewing clients

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Tax Advisor to help clients navigate complex tax situations with confidence, prepare accurate returns, and uncover savings opportunities using industry-leading training and technology.

You will conduct client interviews, explain tax implications in plain language, deliver empathetic, consultative service, and collaborate with a team in a local office to build lasting client relationships.