Seasonal Tax Advisor: Expert Returns & Savings

H&R Block; Laurel Springs (NJ); On-site; USD 25,000 - 92,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Advisor to prepare accurate returns for individuals and businesses, conduct client interviews, and deliver personalized recommendations. You will build long lasting client relationships while leveraging our training and tools to identify tax savings opportunities.

The role emphasizes in-person client service at a local H&R Block office, with competitive pay and potential incentive rewards based on performance and impact in tax expertise and client

Qualifications

• Must complete the H&R Block Tax Knowledge Assessment.
• Minimum 2 years of experience in tax preparation or related fields, including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.

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 and 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

Tax knowledge assessment

Client-facing experience

Clear communication

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Tax Advisor to prepare accurate returns for individuals and businesses, conduct client interviews, and deliver personalized recommendations. You will build long lasting client relationships while leveraging our training and tools to identify tax savings opportunities.

The role emphasizes in-person client service at a local H&R Block office, with competitive pay and potential incentive rewards based on performance and impact in tax expertise and client