Seasonal Tax Advisor — Client-Focused & Incentive Pay

H&R Block; Berlin (MD); On-site; USD 22,000 - 83,000; Part time

Benefits offered by this job

In-person office environment

Job summary

H&R Block is seeking a seasonal Tax Advisor to prepare accurate tax returns for individuals and businesses, interviewing clients to understand their financial situations, and recommending compliant savings opportunities. This in-person role offers hands-on client service and close collaboration with a local office.

The position emphasizes building lasting client relationships, providing guidance on tax notices, and leveraging H&R Block products and training to develop tax expertise in a

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 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

Client facing experience

Communication skills

Tax knowledge

Advisory experience

Education

High school diploma / GED

Bachelor’s degree in accounting or finance

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Advisor to prepare accurate tax returns for individuals and businesses, interviewing clients to understand their financial situations, and recommending compliant savings opportunities. This in-person role offers hands-on client service and close collaboration with a local office.

The position emphasizes building lasting client relationships, providing guidance on tax notices, and leveraging H&R Block products and training to develop tax expertise in a