Seasonal Tax Advisor & Client Savings Expert

H&R Block, Inc.; Annapolis (MD); On-site; USD 25,000 - 92,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Advisor to help clients navigate complex tax situations with confidence. You’ll prepare accurate returns, uncover savings opportunities, and build lasting client relationships—backed by industry-leading training and an incentive plan that rewards your impact as you grow your tax expertise.

This is an in-person role at a local H&R Block tax office. Responsibilities include preparing returns for individuals and businesses, conducting client interviews,

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping
• Experience working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all IRS/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
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members to maintain a positive client-focused office environment

Skills

Client communication

Tax knowledge

Tax preparation

Consultative/advisory

Clear explanations

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field

Tools

GoSystem

Ultratax

AI-powered tools (e.g., Copilot)

Job description

H&R Block, Inc. is seeking a seasonal Tax Advisor to help clients navigate complex tax situations with confidence. You’ll prepare accurate returns, uncover savings opportunities, and build lasting client relationships—backed by industry-leading training and an incentive plan that rewards your impact as you grow your tax expertise.

This is an in-person role at a local H&R Block tax office. Responsibilities include preparing returns for individuals and businesses, conducting client interviews,