Seasonal Tax Advisor: Client-Focused Tax Prep Pro

H&R Block, Inc.; Shillington (Berks County); On-site; USD 28,000 - 41,000; Part time

Benefits offered by this job

Competitive pay

Incentive plan

In-person office

Job summary

H&R Block is seeking a Seasonal Tax Advisor to help clients navigate complex tax situations. You will prepare complete tax returns for individuals and businesses, conduct client interviews, and offer personalized recommendations to maximize savings.

The role emphasizes client-focused service and collaboration with the local office team. The position offers competitive pay, an incentive plan, and on-the-ground training to build tax expertise in a collaborative, in-person environment.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment 1
• 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 skills

IRS/state regulations

Continuing education compliance

Tax advisory

Education

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

UltraTax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Advisor to help clients navigate complex tax situations. You will prepare complete tax returns for individuals and businesses, conduct client interviews, and offer personalized recommendations to maximize savings.

The role emphasizes client-focused service and collaboration with the local office team. The position offers competitive pay, an incentive plan, and on-the-ground training to build tax expertise in a collaborative, in-person environment.