Seasonal Tax Advisor: Expert Returns & Client Savings

H&R Block; Sharon Hill (Delaware County); On-site; USD 30,000 - 41,000; Part time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Training and development

Job summary

H&R Block is seeking a Seasonal Tax Advisor to help clients navigate complex tax situations and prepare complete, accurate returns for individuals and businesses. You will conduct in-depth client interviews to understand finances and provide clear, personalized recommendations, building trusted relationships and identifying tax savings opportunities.

This in-person role offers industry-leading training and technology, a competitive hourly rate, and an incentive plan as you develop tax expertise

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 interviewing

Communication

Consultative service

IRS/state requirements compliance

Team collaboration

Education

Bachelor’s degree in accounting, finance or related field

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

AI-powered tools

Job description

H&R Block is seeking a Seasonal Tax Advisor to help clients navigate complex tax situations and prepare complete, accurate returns for individuals and businesses. You will conduct in-depth client interviews to understand finances and provide clear, personalized recommendations, building trusted relationships and identifying tax savings opportunities.

This in-person role offers industry-leading training and technology, a competitive hourly rate, and an incentive plan as you develop tax expertise