Seasonal Tax Advisor — Expert Client Prep

H&R Block, Inc.; Washington Township (NJ); On-site; USD 25,000 - 92,000; Full time

Benefits offered by this job

Competitive pay

Incentive plan

Industry-leading training

Job summary

H&R Block, Inc. is seeking a seasonal Tax Advisor to prepare accurate returns and uncover savings opportunities for clients in a local tax office.

You will conduct client interviews, offer personalized recommendations, and build lasting client relationships while delivering empathetic, consultative service. This in-person role emphasizes completing tax knowledge assessments, staying compliant with IRS/state requirements, and collaborating with team members to foster a positive, client-focused

Qualifications

• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience in a client facing, consultative, or advisory role.
• Strong verbal and written communication skills, including explaining tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.
• In-person work at a local H&R Block tax office.

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 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 to maintain a positive, client-focused office environment.

Skills

Tax knowledge

Client interviewing

Communication

IRS compliance

Consultative advising

Education

Bachelor's degree in accounting/finance

CPA or EA (preferred)

High school diploma or GED

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a seasonal Tax Advisor to prepare accurate returns and uncover savings opportunities for clients in a local tax office.

You will conduct client interviews, offer personalized recommendations, and build lasting client relationships while delivering empathetic, consultative service. This in-person role emphasizes completing tax knowledge assessments, staying compliant with IRS/state requirements, and collaborating with team members to foster a positive, client-focused