Seasonal Tax Advisor: Prep Expert and Client Guidance

H&R Block, Inc.; Eldersburg (MD); On-site; USD 23,000 - 83,000; Full time

Benefits offered by this job

Incentive plan

Job summary

H&R Block is seeking a Seasonal Tax Advisor to prepare complete tax returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations. This in-person role offers training, tools, and an incentive plan for impact and growth in tax expertise.

You will build trusted client relationships and provide IRS support while collaborating with a team in a local 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

Client communication

Explain tax concepts clearly

Attention to detail

Team collaboration

IRS/state requirements compliance

Education

High school diploma or GED

Bachelor's degree (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block is seeking a Seasonal Tax Advisor to prepare complete tax returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations. This in-person role offers training, tools, and an incentive plan for impact and growth in tax expertise.

You will build trusted client relationships and provide IRS support while collaborating with a team in a local office environment.