Seasonal Tax Advisor: Build Trust, Master Returns

H&R Block, Inc.

Palmyra (Lebanon County)

On-site

USD 28,000 - 41,000

Full time

14 days+
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Benefits offered by this job

Competitive pay
Comprehensive benefits
Life/work balance support

Job summary

H&R Block, Inc. is seeking a seasonal Tax Advisor to prepare accurate returns for individuals and businesses in-person at a local tax office.

You will interview clients to understand financials, explain tax implications, and offer personalized recommendations while building lasting relationships and driving client satisfaction. The role emphasizes tax expertise, proficiency with tax software, and the ability to identify savings opportunities, with training and incentive programs to reward impact

Qualifications

  • Minimum 2 years of experience in tax prep, accounting, finance, or bookkeeping, including individual and business returns.
  • Strong client-facing, consultative or advisory experience.
  • Ability to explain tax concepts in client-friendly language.

Responsibilities

  • Prepare complete, accurate tax returns for diverse and complex situations.
  • Conduct in-depth client interviews to understand financials and implications.
  • Provide personalized recommendations and identify tax savings opportunities and related Block products.
  • Provide IRS support, tax notice assistance, and audit guidance as needed.
  • Collaborate with team members to maintain a positive, client-focused office environment.

Skills

Client-facing communication
Interviewing clients
Tax concepts explained clearly
IRS/state requirements knowledge

Education

High school diploma / GED
Bachelor’s degree in accounting/finance (preferred)

Tools

GoSystem
UltraTax
AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. is seeking a seasonal Tax Advisor to prepare accurate returns for individuals and businesses in-person at a local tax office.

You will interview clients to understand financials, explain tax implications, and offer personalized recommendations while building lasting relationships and driving client satisfaction. The role emphasizes tax expertise, proficiency with tax software, and the ability to identify savings opportunities, with training and incentive programs to reward impact

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