Seasonal Tax Advisor — Client-Focused & Tax Savings

H&R Block, Inc.; Havertown (Delaware County); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Advisor to join a local tax office in Havertown, PA. You will prepare complete tax returns for individuals and businesses, interview clients to understand financial situations, and deliver personalized tax guidance.

You will identify savings opportunities, provide friendly, consultative service, and support clients with IRS notices and audits as needed. A strong communication style and relevant IRS/state requirements knowledge are essential.

Qualifications

• Successful completion of the H&R 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; ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or equivalent required

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to assess financial situations and tax implications
• Provide personalized recommendations and tax savings opportunities
• Offer IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members to maintain a positive client-focused office environment

Skills

Tax preparation

Client interviewing

Clear communication

IRS/state rules

GoSystem

Ultratax

Audit support

Consultative service

Education

High school diploma

Bachelor's degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Tax Advisor to join a local tax office in Havertown, PA. You will prepare complete tax returns for individuals and businesses, interview clients to understand financial situations, and deliver personalized tax guidance.

You will identify savings opportunities, provide friendly, consultative service, and support clients with IRS notices and audits as needed. A strong communication style and relevant IRS/state requirements knowledge are essential.