Seasonal Tax Advisor: Help Clients Save & Grow

H&R Block, Inc.; Aberdeen (MD); On-site; USD 23,000 - 84,000; 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 offer personalized tax guidance. You will help clients navigate complex tax situations and uncover savings opportunities using our training and technology.

This in-person role at a local H&R Block tax office emphasizes client-focused service, collaboration, and growth in tax and financial services with competitive pay and incentives.

Qualifications

• H&R Block Tax Knowledge Assessment required.
• Minimum 2 years in tax preparation or related fields.
• Experience in client facing advisory roles.
• Ability to explain tax concepts clearly to clients.
• Must meet IRS and state continuing education requirements.
• High school diploma or GED required.

Responsibilities

• Prepare complete tax returns for individuals and businesses.
• Interview clients to understand financial situations and implications.
• Provide tax savings opportunities and product recommendations.
• Offer IRS support and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office.

Skills

Client facing

Communication skills

Explain tax concepts

Team collaboration

Advisory mindset

Education

High school diploma / GED

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Tax Advisor to prepare accurate returns for individuals and businesses, conduct client interviews, and offer personalized tax guidance. You will help clients navigate complex tax situations and uncover savings opportunities using our training and technology.

This in-person role at a local H&R Block tax office emphasizes client-focused service, collaboration, and growth in tax and financial services with competitive pay and incentives.