Seasonal Tax Advisor: Expert Prep & Client Guidance

H&R Block, Inc.; Reading (Berks County); On-site; USD 28,000 - 41,000; Part time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse situations.

You will interview clients to understand finances, offer personalized recommendations, and help identify savings opportunities while delivering empathetic, consultative service. You will collaborate with a team in a local in-person office, providing IRS support and audit guidance as needed.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment 1
• 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
• 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

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

Strong verbal and writtencommunication

Client facing experience

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI-powered tools (Microsoft Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a Seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse situations.

You will interview clients to understand finances, offer personalized recommendations, and help identify savings opportunities while delivering empathetic, consultative service. You will collaborate with a team in a local in-person office, providing IRS support and audit guidance as needed.