Seasonal Tax Advisor - In-Person Client Advisory & Returns

H&R Block, Inc.; New Castle (DE); On-site; USD 19,000 - 39,000; Full time

Job summary

H&R Block, Inc. is hiring a Seasonal Tax Advisor for an in-person role at a local tax office in Delaware.

You will prepare returns for diverse clients, interview clients to understand their financial situations, and offer tailored recommendations while delivering empathetic, consultative service. You will also provide IRS support, tax notice assistance, and audit guidance as needed, working with a collaborative team in a client-focused office environment.

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

Verbal communication

Written communication

Client-facing experience

Education

High school diploma / GED

Bachelor’s degree in accounting / finance or related field

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is hiring a Seasonal Tax Advisor for an in-person role at a local tax office in Delaware.

You will prepare returns for diverse clients, interview clients to understand their financial situations, and offer tailored recommendations while delivering empathetic, consultative service. You will also provide IRS support, tax notice assistance, and audit guidance as needed, working with a collaborative team in a client-focused office environment.