Seasonal Tax Advisor: Client-Focused & Impactful

H&R Block, Inc.; Lusby (MD); On-site; USD 25,000 - 91,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Advisor to help clients navigate complex tax situations and deliver accurate returns in person at a local tax office.

You will interview clients, analyze financial details, and provide personalized recommendations while building trusted relationships and offering relevant H&R Block products. The role emphasizes training, technology, and incentives based on impact in tax service.

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 in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, including ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all IRS and state requirements

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
• Provide clear, personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members and contribute to a positive, client-focused office environment

Skills

Tax preparation

Client interviewing

Communication

IRS/state requirements

Education

High school diploma

Bachelor’s degree

CPA/EA credential

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a seasonal Tax Advisor to help clients navigate complex tax situations and deliver accurate returns in person at a local tax office.

You will interview clients, analyze financial details, and provide personalized recommendations while building trusted relationships and offering relevant H&R Block products. The role emphasizes training, technology, and incentives based on impact in tax service.