Seasonal Tax Advisor — Expert Returns & Client Advisory

H&R Block, Inc.; Downingtown (Chester County); On-site; USD 25,000 - 41,000; Part time

Job summary

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

In-person at a local H&R Block tax office, you will interview clients to understand their finances, explain tax implications, and deliver personalized recommendations and potential savings opportunities. The role emphasizes client-facing advisory service, ongoing education, and collaboration with the team to maintain a positive, compliant office environment.

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 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
• High school diploma / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide clear, personalized recommendations and savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team members and maintain a client-focused office environment

Skills

Tax knowledge assessment

Tax preparation

Client-facing

Communication skills

IRS/state requirements

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

Ultratax

Job description

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

In-person at a local H&R Block tax office, you will interview clients to understand their finances, explain tax implications, and deliver personalized recommendations and potential savings opportunities. The role emphasizes client-facing advisory service, ongoing education, and collaboration with the team to maintain a positive, compliant office environment.