Seasonal Tax Advisor: Client-Focused Returns & Savings

H&R Block; Mechanicsville (VA); On-site; USD 23,000 - 84,000; Full time

Benefits offered by this job

Medical and prescription coverage

401(k) Retirement Savings Plan

Employee Assistance Program

Virtual fitness center programs

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Job summary

H&R Block is seeking a seasonal Tax Advisor to help clients navigate complex tax situations and prepare accurate returns, including individual and business tax scenarios.

You will conduct client interviews, offer personalized recommendations, and build lasting relationships while leveraging training and technology. This is an in-person role at a local H&R Block office, with an incentive plan tied to performance.

Qualifications

• High school diploma / GED / equivalent required.
• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience in client-facing, consultative, or advisory role.
• Strong verbal and written communication; ability to explain tax concepts to clients.
• Must complete continuing education and meet IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex situations (individuals and businesses).
• Conduct in-depth client interviews to understand financials and life changes; provide personalized recommendations.
• Build trusted client relationships; identify tax savings opportunities and relevant H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance.
• Collaborate with team; contribute to a positive, client-focused office environment.

Skills

Client communication

Client-facing experience

Tax concepts explanation

Education

High school diploma / GED / equivalent

Bachelor's degree in accounting/finance or related field

CPA or Enrolled Agent (EA) credential

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Advisor to help clients navigate complex tax situations and prepare accurate returns, including individual and business tax scenarios.

You will conduct client interviews, offer personalized recommendations, and build lasting relationships while leveraging training and technology. This is an in-person role at a local H&R Block office, with an incentive plan tied to performance.