Seasonal Tax Advisor: Returns, Insights & Client Care

H&R Block, Inc.; Gloucester City (NJ); On-site; USD 25,000 - 92,000; Full time

Job summary

H&R Block, Inc. in New Jersey is seeking a seasonal Tax Advisor to prepare complete, accurate tax returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations while building trusted client relationships.

You will deliver empathetic, consultative service, identify tax savings opportunities, and support clients with IRS notices and audit guidance in an office-based role.

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; 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, including individual and business returns.
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications, then 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

Tax knowledge assessment

Tax preparation

Client advisory

Communication skills

Continuing education

Consultative sales

5+ years experience

Complex returns

AI tools familiarity

Education

Bachelor's degree in accounting/finance

High school diploma/GED

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. in New Jersey is seeking a seasonal Tax Advisor to prepare complete, accurate tax returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations while building trusted client relationships.

You will deliver empathetic, consultative service, identify tax savings opportunities, and support clients with IRS notices and audit guidance in an office-based role.