Seasonal Tax Advisor - Client-Focused Prep & Savings

H&R Block, Inc.; Bethesda (MD); On-site; USD 26,000 - 96,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Advisor to prepare accurate returns, interview clients, and uncover tax savings opportunities at a local tax office in Bethesda, MD. Expect a strong training program and competitive hourly pay with incentive potential.

This in-person role focuses on building lasting client relationships, delivering clear guidance, and staying compliant with IRS and state requirements while leveraging advanced software tools.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 2 years of experience in tax preparation or related field.
• Experience in a client-facing, consultative role.
• Must meet IRS/state continuing education requirements.
• High school diploma or GED or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for individuals and small businesses.
• Conduct client interviews to understand financial situations and tax implications.
• Provide personalized recommendations and tax savings opportunities.
• Offer IRS support, notices, and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused environment.

Skills

Client advisory

Communication skills

Tax concepts explanation

IRS/state compliance

Education

High school diploma or equivalent

Bachelor's in accounting/finance or related field

Tools

GoSystem Ultratax

Job description

H&R Block is seeking a seasonal Tax Advisor to prepare accurate returns, interview clients, and uncover tax savings opportunities at a local tax office in Bethesda, MD. Expect a strong training program and competitive hourly pay with incentive potential.

This in-person role focuses on building lasting client relationships, delivering clear guidance, and staying compliant with IRS and state requirements while leveraging advanced software tools.