Seasonal Tax Advisor — In-Office, Client-Focused Returns

H&R Block, Inc.; Philadelphia (Philadelphia County); On-site; USD 25,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Advisor to help clients navigate complex tax scenarios in a local office. You will prepare returns, interview clients, and identify savings opportunities.

You’ll work with a supportive team, receive comprehensive training, and be rewarded with an incentive plan based on impact, and a competitive hourly rate during peak season. This in-person role offers opportunities to grow in tax and financial services, with ongoing CE and access to industry-leading

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• 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

Tax preparation

Client interviews

Communication

IRS rules

Education

Bachelor’s degree

CPA or EA

Tools

GoSystem

Ultratax

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Advisor to help clients navigate complex tax scenarios in a local office. You will prepare returns, interview clients, and identify savings opportunities.

You’ll work with a supportive team, receive comprehensive training, and be rewarded with an incentive plan based on impact, and a competitive hourly rate during peak season. This in-person role offers opportunities to grow in tax and financial services, with ongoing CE and access to industry-leading