Seasonal Tax Advisor: Client-Focused Returns & Savings

H&R Block, Inc.

Woodbury (NJ)

On-site

USD 25,000 - 91,000

Part time

14 days+

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Job summary

H&R Block in New Jersey is seeking a Seasonal Tax Advisor to prepare complete and accurate tax returns for individuals and businesses. You will interview clients, provide personalized recommendations, and help identify tax savings opportunities while delivering empathetic service.

The role offers in-office work, access to industry-leading training and technology, and an incentive plan based on impact and tax expertise growth.

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-facing communication
Interviewing clients
IRS/state requirements knowledge

Education

High school diploma / GED / equivalent
Bachelor’s degree in accounting, finance or related field
CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem or Ultratax software
AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block in New Jersey is seeking a Seasonal Tax Advisor to prepare complete and accurate tax returns for individuals and businesses. You will interview clients, provide personalized recommendations, and help identify tax savings opportunities while delivering empathetic service.

The role offers in-office work, access to industry-leading training and technology, and an incentive plan based on impact and tax expertise growth.

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