Seasonal Tax Advisor — In-Office Client Savings

H&R Block, Inc.; California (MD); On-site; USD 25,000 - 92,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Advisor at a local office. You will prepare returns for individuals and businesses, interview clients to understand their financial situations, and advise on tax-saving opportunities.

You’ll deliver empathetic service, build long-term relationships, and work with a supportive team under strong training and technology. This in-person role offers an incentive plan and competitive hourly pay.

Qualifications

• Passed the H&R Block Tax Knowledge Assessment 1.
• At least 2 years of tax preparation experience.
• Experience in client-facing advisory roles.
• Strong verbal and written communication; explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to understand financial situations and tax implications.
• Identify tax savings opportunities and recommend H&R Block products.
• Provide IRS support, notice assistance, and audit guidance.
• Collaborate with team and maintain a positive, client-focused office environment.

Skills

Tax knowledge

Client communication

Interviewing

Advisory skills

Attention to detail

Education

Bachelor's in accounting/finance

CPA or EA (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Tax Advisor at a local office. You will prepare returns for individuals and businesses, interview clients to understand their financial situations, and advise on tax-saving opportunities.

You’ll deliver empathetic service, build long-term relationships, and work with a supportive team under strong training and technology. This in-person role offers an incentive plan and competitive hourly pay.