Seasonal Tax Advisor: Expert Prep, Planning & Client Care

H&R Block; Westmont (NJ); On-site; USD 25,000 - 92,000; Full time

Benefits offered by this job

Incentive plan

In-person office

Job summary

H&R Block is seeking a Seasonal Tax Advisor to prepare accurate returns for clients with complex tax situations, conduct in-depth client interviews, and provide tailored recommendations. This in-person role emphasizes building trusted client relationships and leveraging H&R Block products for savings opportunities.

You'll join a training-forward environment with industry-leading support and an incentive plan tied to impact.

Qualifications

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

Client interviews

Tax knowledge

Communication skills

Consultative advisory

IRS/state compliance knowledge

Education

High school diploma or GED

Bachelor’s degree in accounting/finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Microsoft Copilot / ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Advisor to prepare accurate returns for clients with complex tax situations, conduct in-depth client interviews, and provide tailored recommendations. This in-person role emphasizes building trusted client relationships and leveraging H&R Block products for savings opportunities.

You'll join a training-forward environment with industry-leading support and an incentive plan tied to impact.