Seasonal Tax Advisor: Expert Prep & Client Impact

H&R Block, Inc.; Newtown (PA); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Competitive pay

Benefits

In-person role

Job summary

H&R Block in Newtown, PA is seeking an Experienced Tax Professional for seasonal work. You will prepare complete, accurate tax returns for individuals and businesses, conduct client interviews, and provide personalized recommendations to maximize savings, all in-person at a local tax office.

You will build trusted client relationships, deliver consultative service, and assist with IRS notices. The role offers competitive pay, benefits, and growth in tax and financial services.

Qualifications

• Successful completion of the HR 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

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 HR 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

Client interviewing

Tax knowledge

Communication

IRS requirements

Continuing education

Education

High school diploma or GED

Bachelor’s degree in accounting or related field

CPA or EA or IRS Circular 230 credential

Tools

GoSystem

UltraTax

Job description

H&R Block in Newtown, PA is seeking an Experienced Tax Professional for seasonal work. You will prepare complete, accurate tax returns for individuals and businesses, conduct client interviews, and provide personalized recommendations to maximize savings, all in-person at a local tax office.

You will build trusted client relationships, deliver consultative service, and assist with IRS notices. The role offers competitive pay, benefits, and growth in tax and financial services.