Seasonal Tax Advisor: Client Returns & Savings

H&R Block, Inc.; Fairfax (VA); On-site; USD 26,000 - 96,000; Full time

Job summary

H&R Block, Inc. is hiring a seasonal Tax Advisor to help clients navigate complex tax situations and prepare accurate returns. You will interview clients, identify tax savings opportunities, and offer product solutions while delivering empathetic, consultative service in a local office.

The role emphasizes in-person client interactions, adherence to IRS/state rules, and ongoing education. Competitive hourly pay and incentive plans reward impact as you build tax expertise and client relationships.

Qualifications

• Completion of the HR Block Tax Knowledge Assessment.
• 2+ years in tax prep, accounting, finance, or bookkeeping.
• Experience in a client-facing, consultative role.
• Strong verbal and written communication; explain tax concepts clearly.
• Complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct client interviews to understand finances and tax implications; provide recommendations.
• Build trusted relationships by offering tax savings opportunities and HR Block products.
• Provide 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 communication

Consultative service

Attention to detail

IRS/state compliance

Education

High school diploma/GED

Bachelor's degree in accounting/finance

CPA/EA (preferred)

Tools

GoSystem

UltraTax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. is hiring a seasonal Tax Advisor to help clients navigate complex tax situations and prepare accurate returns. You will interview clients, identify tax savings opportunities, and offer product solutions while delivering empathetic, consultative service in a local office.

The role emphasizes in-person client interactions, adherence to IRS/state rules, and ongoing education. Competitive hourly pay and incentive plans reward impact as you build tax expertise and client relationships.