Seasonal Tax Advisor — Client-Focused Prep

H&R Block, Inc.; Pleasantville (NJ); On-site; USD 25,000 - 91,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Advisor to help clients navigate complex tax situations with confidence and accuracy at a local tax office.

You will prepare returns, interview clients, identify savings opportunities, and deliver clear recommendations using our training and technology.

This in-person role offers an incentive plan and a path to grow in tax and financial services, with supportive colleagues and a client‑focused culture.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in a client facing, consultative, or advisory role.
• Strong verbal and written communication skills; ability to explain tax concepts clearly.
• 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.
• Conduct in-depth client interviews to understand financial situations and tax implications; provide recommendations.
• Build trusted client relationships and identify tax savings opportunities and 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

Tax Knowledge Assessment

Tax preparation experience

Client-facing advisory

Communication skills

Continuing education

IRS/state compliance

Education

High school diploma / GED

Bachelor's degree in accounting/finance

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Tax Advisor to help clients navigate complex tax situations with confidence and accuracy at a local tax office.

You will prepare returns, interview clients, identify savings opportunities, and deliver clear recommendations using our training and technology.

This in-person role offers an incentive plan and a path to grow in tax and financial services, with supportive colleagues and a client‑focused culture.