Seasonal Tax Advisor & Client Savings Coach

H&R Block, Inc.; Scottsville (VA); On-site; USD 23,000 - 84,000; Part time

Benefits offered by this job

Competitive pay

401(k) plan

Health coverage

Training and incentives

Job summary

H&R Block, Inc. in Virginia is seeking a seasonal Tax Advisor to prepare accurate tax returns for individuals and businesses. You will interview clients, identify tax savings opportunities, and deliver clear, personalized recommendations in a local office.

Join a team that values client relationships, provides robust training and technology, and offers an incentive plan to reward impact as you build tax expertise and serve clients.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 2 years of experience in tax preparation or related fields.
• Experience in a client-facing, advisory role.
• Ability to explain tax concepts in client-friendly language.
• Compliance with continuing education and IRS/state requirements.
• High school diploma or equivalent required.

Responsibilities

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

Skills

Communication skills

Client-facing advisory

Explain tax concepts

IRS/state requirements compliance

Training and learning mindset

Education

High School Diploma or GED

Bachelor's degree in accounting or finance

CPA or Enrolled Agent (EA) credential

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. in Virginia is seeking a seasonal Tax Advisor to prepare accurate tax returns for individuals and businesses. You will interview clients, identify tax savings opportunities, and deliver clear, personalized recommendations in a local office.

Join a team that values client relationships, provides robust training and technology, and offers an incentive plan to reward impact as you build tax expertise and serve clients.