Seasonal Tax Advisor: Prepare Returns, Advise Clients

H&R Block, Inc.; Upper Darby (Delaware County); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. is seeking a seasonal Tax Advisor to help clients navigate complex tax situations and prepare accurate returns at a local tax office. You will interview clients, identify savings opportunities, and provide clear recommendations, backed by training and technology.

This in-person role emphasizes client service and tax advisory activities, with the opportunity to grow in tax and financial services within a supportive team environment.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills; ability 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
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide clear, personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members to maintain a positive client-focused office environment

Skills

Client communication

Interviewing clients

Tax knowledge

Consultative skills

Verbal and written communication

Education

High school diploma or GED

Bachelor's degree in accounting, finance or related field

Tools

GoSystem

Ultratax

Job description

H&R Block, Inc. is seeking a seasonal Tax Advisor to help clients navigate complex tax situations and prepare accurate returns at a local tax office. You will interview clients, identify savings opportunities, and provide clear recommendations, backed by training and technology.

This in-person role emphasizes client service and tax advisory activities, with the opportunity to grow in tax and financial services within a supportive team environment.