Seasonal Tax Advisor - Build Trusted Client Relationships

H&R Block, Inc.; Maryland City (MD); On-site; USD 26,000 - 95,000; Full time

Job summary

H&R Block is hiring a Seasonal Tax Advisor to prepare complete tax returns for clients with diverse tax situations. You will interview clients to understand finances and offer personalized tax-saving guidance, delivering empathetic service and leveraging H&R Block products and training.

The role is in-person at a local H&R Block tax office, with attendance at ongoing training, pay incentives, and opportunities to grow in tax and financial services.

Qualifications

• Experience with tax preparation for individuals and businesses
• Ability to interview clients to assess financial situations and tax implications
• Experience in a client-facing, consultative role preferred
• Must stay current with continuing education and IRS/state requirements

Responsibilities

• Prepare complete tax returns for individuals and businesses
• Interview clients to understand financial situations and tax changes
• Provide tax savings opportunities and product recommendations
• Assist clients with IRS notices and audit guidance as needed
• Collaborate with office team to maintain a positive client-focused environment

Skills

Tax preparation

Client communication

Interviewing clients

IRS/audit guidance understanding

Financial services advisory

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting/finance (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block is hiring a Seasonal Tax Advisor to prepare complete tax returns for clients with diverse tax situations. You will interview clients to understand finances and offer personalized tax-saving guidance, delivering empathetic service and leveraging H&R Block products and training.

The role is in-person at a local H&R Block tax office, with attendance at ongoing training, pay incentives, and opportunities to grow in tax and financial services.