Seasonal Tax Advisor: Expert Returns & Client Guidance

H&R Block; Cambridge (MD); On-site; USD 23,000 - 84,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Advisor to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and small businesses and deliver personalized recommendations during client interviews.

This in-person role offers competitive hourly pay, on-the-job training, and opportunities to grow in tax and financial services as you build trusted client relationships.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills
• 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 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

Education

High school diploma or equivalent

Bachelor's degree in accounting, finance or related field

Tools

GoSystem or UltraTax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Tax Advisor to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and small businesses and deliver personalized recommendations during client interviews.

This in-person role offers competitive hourly pay, on-the-job training, and opportunities to grow in tax and financial services as you build trusted client relationships.