Seasonal Tax Advisor: Complex Returns & Client Guidance

H&R Block; Parkville (MD); On-site; USD 23,000 - 84,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Advisor to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships using our training and technology.

This in-person role at a local H&R Block tax office offers competitive hourly pay, an incentive plan, and opportunities to grow in tax and financial services.

Qualifications

• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience working in a client-facing, consultative, or advisory role.
• Must complete continuing education and meet all other IRS and applicable state requirements.
• Successful completion of the H&R Block Tax Knowledge Assessment or enrollment in the Tax Knowledge Assessment.

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

Communication skills

Client-facing experience

Interviewing clients

Education

High school diploma / GED

Bachelor’s degree in accounting or finance

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Tax Advisor to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships using our training and technology.

This in-person role at a local H&R Block tax office offers competitive hourly pay, an incentive plan, and opportunities to grow in tax and financial services.