Seasonal Tax Advisor: Help Clients Save & Thrive

H&R Block, Inc.; Upper Leacock Township (PA); On-site; USD 28,000 - 44,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Advisor to prepare accurate tax returns for clients with diverse situations, including individuals and businesses, in person at a local tax office.

The role emphasizes interviewing clients to understand changes, offering personalized recommendations, and delivering empathetic, consultative service while identifying tax-saving opportunities and relevant H&R Block products.

Qualifications

• High school diploma or GED or equivalent is required.
• Preferred: Bachelor's degree in accounting, finance or related field; CPA/EA credentials beneficial.
• Experience in tax preparation and advisory roles with client-facing responsibilities is expected.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide clear, personalized recommendations and identify tax savings opportunities and relevant H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.

Skills

Client-facing experience

Communication skills

Tax knowledge

Education

High school diploma or equivalent

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Tax Advisor to prepare accurate tax returns for clients with diverse situations, including individuals and businesses, in person at a local tax office.

The role emphasizes interviewing clients to understand changes, offering personalized recommendations, and delivering empathetic, consultative service while identifying tax-saving opportunities and relevant H&R Block products.