Seasonal Tax Advisor: Maximize Returns & Client Trust

H&R Block; Whiteford (MD); On-site; USD 22,000 - 84,000; Full time

Job summary

H&R Block is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for individuals and businesses. You will conduct in-depth client interviews to understand financial situations, provide personalized recommendations, and identify tax savings opportunities.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan based on impact and tax expertise development.

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 in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; able to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or equivalent.

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 and life changes, then provide personalized recommendations.
• Build trusted client relationships and identify tax savings opportunities and H&R Block products.
• 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

Tax Knowledge Assessment

Tax Return Preparation

Client Interviews

IRS Guidance

Communication Skills

GoSystem

Ultrax

Education

High school diploma or GED

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 complete and accurate tax returns for individuals and businesses. You will conduct in-depth client interviews to understand financial situations, provide personalized recommendations, and identify tax savings opportunities.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan based on impact and tax expertise development.