Seasonal Tax Advisor: Client Advisory & Returns

H&R Block, Inc.; Upper Township (NJ); On-site; USD 50,000 - 83,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Advisor to assist clients in-person at a local tax office in New Jersey. You will prepare returns, interview clients to understand their financial situations, and identify tax-saving opportunities while delivering empathetic, consultative service.

You will work with a supportive team, receive industry-leading training and technology, and participate in incentive plans based on performance as you build tax expertise and client relationships.

Qualifications

• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; ability to explain tax concepts to clients.
• Must complete continuing education and meet IRS and state requirements.
• High school diploma or GED or 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 and tax implications, then provide clear 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 as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Client interview

Communication skills

Attention to detail

IRS knowledge

Education

High school diploma / GED

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Tax Advisor to assist clients in-person at a local tax office in New Jersey. You will prepare returns, interview clients to understand their financial situations, and identify tax-saving opportunities while delivering empathetic, consultative service.

You will work with a supportive team, receive industry-leading training and technology, and participate in incentive plans based on performance as you build tax expertise and client relationships.