Seasonal Tax Advisor — Expert Returns & Savings

H&R Block, Inc.; Lititz (Lancaster County); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Advisor to work in-person at a local tax office in Lititz, PA. You will prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and provide personalized recommendations to maximize savings.

You’ll build lasting client relationships, deliver consultative service, and identify opportunities to use H&R Block products while ensuring accuracy and compliance through ongoing IRS/state requirements and

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment 1
• 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-facing experience

Communication skills

Tax knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block is seeking a seasonal Tax Advisor to work in-person at a local tax office in Lititz, PA. You will prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and provide personalized recommendations to maximize savings.

You’ll build lasting client relationships, deliver consultative service, and identify opportunities to use H&R Block products while ensuring accuracy and compliance through ongoing IRS/state requirements and