Seasonal Tax Advisor: Client-Focused & Growth-Ready

H&R Block, Inc.; Willow Grove (PA); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Advisor to join a local office in Willow Grove, PA.

You will prepare complete and accurate tax returns for individuals and businesses, conduct client interviews to assess financial situations, and identify tax savings opportunities using our training and technology. This in-person position emphasizes building trusted client relationships, delivering clear recommendations, and supporting clients through IRS notices when needed.

Qualifications

• Completion of the H&R Block Tax Knowledge Assessment.
• Minimum 2 years of experience in tax preparation, accounting, or bookkeeping.
• Experience in client-facing, consultative, or advisory roles.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma 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, 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

Client communication

Tax knowledge

IRS/state guidance understanding

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Tax Advisor to join a local office in Willow Grove, PA.

You will prepare complete and accurate tax returns for individuals and businesses, conduct client interviews to assess financial situations, and identify tax savings opportunities using our training and technology. This in-person position emphasizes building trusted client relationships, delivering clear recommendations, and supporting clients through IRS notices when needed.