Seasonal Tax Advisor — In-Person, Client-Focused

H&R Block; Smyrna (DE); On-site; USD 20,000 - 28,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Advisor to prepare returns, interview clients, and identify savings opportunities. This role operates in-person at a local H&R Block tax office and emphasizes building lasting client relationships through consultative service.

You will work with diverse client scenarios, provide guidance on tax implications, and collaborate with the team to deliver quality results while complying with IRS/state requirements.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 2 years of experience in tax preparation and related fields.
• Must complete continuing education and meet IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse tax situations; individual and business.
• Conduct in-depth client interviews to understand finances and tax implications; provide clear recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Strong verbal and written comms

Client facing & advisory experience

H&R Block Tax Knowledge Assessment

Education

High school diploma / GED

Bachelor's degree in accounting or finance

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Tax Advisor to prepare returns, interview clients, and identify savings opportunities. This role operates in-person at a local H&R Block tax office and emphasizes building lasting client relationships through consultative service.

You will work with diverse client scenarios, provide guidance on tax implications, and collaborate with the team to deliver quality results while complying with IRS/state requirements.