Seasonal Tax Advisor: Complex Returns & Client Impact

H&R Block, Inc.; Hatfield Township (PA); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block in Hatfield, PA is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and small businesses, conduct in-depth client interviews, and offer personalized tax guidance using our industry-leading training and tools.

You will build trusted client relationships, identify savings opportunities, provide IRS support when needed, and collaborate with a team in a busy, client‑focused office.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year 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
• 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
• High school diploma / GED / equivalent required
• Bachelor’s degree in accounting, finance or related field
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential

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

Tax knowledge

Client communication

IRS rules familiarity

Software familiarity

Education

Bachelor’s degree in accounting, finance or related field

High school diploma / GED / equivalent

CPA or Enrolled Agent (EA) credential

Tools

GoSystem

Ultratax

Job description

H&R Block in Hatfield, PA is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and small businesses, conduct in-depth client interviews, and offer personalized tax guidance using our industry-leading training and tools.

You will build trusted client relationships, identify savings opportunities, provide IRS support when needed, and collaborate with a team in a busy, client‑focused office.