Seasonal Tax Advisor — Help Clients Save & Grow

H&R Block; Georgetown (DE); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Advisor to prepare accurate tax returns for clients with complex situations, including individuals and businesses. You will interview clients to understand their financial life changes and advise on personalized tax implications and savings opportunities.

The role emphasizes empathetic, consultative service, strong communication, and collaboration with a team in a local office.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
• Minimum 2 years of experience in tax preparation or related field including individual and business returns
• Experience in a client-facing, consultative role and ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED or equivalent required

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Offer IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members to maintain a positive, client-focused office environment

Skills

Communication skills

Client-facing experience

Continued education compliance

Education

High school diploma or equivalent

Bachelor’s degree in accounting/finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a seasonal Tax Advisor to prepare accurate tax returns for clients with complex situations, including individuals and businesses. You will interview clients to understand their financial life changes and advise on personalized tax implications and savings opportunities.

The role emphasizes empathetic, consultative service, strong communication, and collaboration with a team in a local office.