Seasonal Tax Advisor — Client-Focused Returns & Guidance

H&R Block; Edgewood (MD); On-site; USD 47,527,000 - 174,266,000; Full time

Benefits offered by this job

Incentive plan

Competitive hourly rate

Industry-leading training and tech

Job summary

H&R Block is seeking a seasonal Tax Advisor to prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and provide personalized tax recommendations.

In this in-person role, you’ll build trusted relationships, identify savings opportunities, and leverage leading training and technology to support clients. The role includes an incentive plan and a competitive hourly rate.

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

Tax knowledge

Client communication

IRS/state requirements knowledge

Interpersonal skills

Education

High school diploma / GED

Bachelor's degree (preferred) in accounting/related field

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a seasonal Tax Advisor to prepare accurate returns for individuals and businesses, conduct in-depth client interviews, and provide personalized tax recommendations.

In this in-person role, you’ll build trusted relationships, identify savings opportunities, and leverage leading training and technology to support clients. The role includes an incentive plan and a competitive hourly rate.