Seasonal Tax Advisor - Client Advisory & Prep

H&R Block, Inc.; Rising Sun (MD); On-site; USD 23,000 - 84,000; Part time

Job summary

H&R Block is seeking a Seasonal Tax Advisor to prepare accurate tax returns for clients with diverse tax situations, including individuals and businesses. In this in-person role at a local H&R Block tax office, you will interview clients to uncover life changes and explain tax implications with clear, personalized recommendations.

You will build lasting relationships, identify tax savings opportunities, and provide IRS support as needed.

Qualifications

• Minimum 2 years of tax prep, accounting, finance, or bookkeeping, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must meet IRS/state continuing education requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations
• Conduct in-depth client interviews and provide personalized recommendations
• Build trusted client relationships and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team and support a positive office environment

Skills

Tax knowledge

Client-facing

Communication

IRS requirements awareness

Education

Bachelor's degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem software

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Tax Advisor to prepare accurate tax returns for clients with diverse tax situations, including individuals and businesses. In this in-person role at a local H&R Block tax office, you will interview clients to uncover life changes and explain tax implications with clear, personalized recommendations.

You will build lasting relationships, identify tax savings opportunities, and provide IRS support as needed.