Seasonal Tax Advisor — Client-Focused Returns & Guidance

H&R Block, Inc.; Reisterstown (MD); On-site; USD 22,000 - 84,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse tax situations, including individuals and businesses. You will conduct in-depth client interviews, offer personalized recommendations, and build trusted relationships through empathetic, consultative service.

You’ll provide IRS support, tax notice assistance, and audit guidance as needed while collaborating with teammates in a local office environment.

Qualifications

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; ability to explain tax concepts clearly.

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 personalized recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and 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-facing

Communication skills

IRS guidance

Education

High school diploma or GED

Bachelor's degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a Seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse tax situations, including individuals and businesses. You will conduct in-depth client interviews, offer personalized recommendations, and build trusted relationships through empathetic, consultative service.

You’ll provide IRS support, tax notice assistance, and audit guidance as needed while collaborating with teammates in a local office environment.