Seasonal Tax Advisor: Help Clients Save & Grow

H&R Block; Havertown (Delaware County); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block in Havertown, PA is seeking a seasonal Tax Advisor to help clients navigate complex tax situations with confidence. You'll prepare accurate returns, interview clients, and identify savings opportunities, supported by training and technology.

This in-person role offers a path to grow in tax and financial services, with a focus on building lasting client relationships and delivering empathetic, consultative service.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 2 years of experience in tax preparation or related fields.
• Experience in client-facing, consulting, or advisory roles.
• Strong communication skills and ability to explain tax concepts clearly.
• Must meet IRS/state continuing education requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Interview clients to understand financial situations and advise on savings opportunities.
• Build trusted relationships and promote relevant H&R Block products.
• Provide IRS notice support and audit guidance as needed.
• Collaborate with teammates to maintain a positive office environment.

Skills

Client interviews

Tax knowledge

Communication skills

IRS rules understanding

Attention to detail

Education

High school diploma

Bachelor's degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block in Havertown, PA is seeking a seasonal Tax Advisor to help clients navigate complex tax situations with confidence. You'll prepare accurate returns, interview clients, and identify savings opportunities, supported by training and technology.

This in-person role offers a path to grow in tax and financial services, with a focus on building lasting client relationships and delivering empathetic, consultative service.