Seasonal Tax Advisor - Client-Focused Tax Savings

H&R Block; Lancaster (Lancaster County); On-site; USD 25,000 - 36,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Advisor to help clients navigate complex tax situations, prepare accurate returns, and uncover potential savings. This in-person role focuses on client interviews, personalized recommendations, and building trusted relationships in a local tax office.

You will work with a supportive team, receive industry-leading training and technology, and participate in an incentive plan based on impact.

Qualifications

• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience 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.

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

Verbal communication

Written communication

Client facing

Consultative service

Tax advisory

Education

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

High school diploma / GED / equivalent

Tools

GoSystem

UltrasTax

Job description

H&R Block is seeking a seasonal Tax Advisor to help clients navigate complex tax situations, prepare accurate returns, and uncover potential savings. This in-person role focuses on client interviews, personalized recommendations, and building trusted relationships in a local tax office.

You will work with a supportive team, receive industry-leading training and technology, and participate in an incentive plan based on impact.