Seasonal Tax Advisor: Build Trusted Client Relationships

H&R Block; Palmyra (Lebanon County); On-site; USD 25,000 - 33,000; Part time

Benefits offered by this job

Incentive plan

Competitive pay

Job summary

H&R Block in United States is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations with a consultative approach.

This in-person, seasonal role offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards your impact as you build tax expertise and serve clients.

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

Communication skills

Client-facing experience

Analytical thinking

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block in United States is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations with a consultative approach.

This in-person, seasonal role offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards your impact as you build tax expertise and serve clients.