Seasonal Tax Advisor: Client-Focused & Growth-Oriented

H&R Block; Bellmawr (NJ); On-site; USD 25,000 - 92,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Advisor to prepare complete, accurate tax returns for clients with complex situations, including individuals and businesses. You will interview clients to understand finances, provide personalized recommendations, and pursue tax savings opportunities using H&R Block products.

In-person at a local H&R Block office, you’ll join a supportive team focused on client outcomes and professional growth.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping
• 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

Client facing

Interviewing

Tax knowledge

Education

High school diploma / GED

Bachelor’s degree in accounting / finance

CPA / EA / IRS credential

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Tax Advisor to prepare complete, accurate tax returns for clients with complex situations, including individuals and businesses. You will interview clients to understand finances, provide personalized recommendations, and pursue tax savings opportunities using H&R Block products.

In-person at a local H&R Block office, you’ll join a supportive team focused on client outcomes and professional growth.