Seasonal Tax Pro — Client-Centric Advisor

H&R Block; Berlin Township (NJ); On-site; USD 25,000 - 92,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses. You will conduct in-depth client interviews to understand finances and provide clear, personalized recommendations.

The role emphasizes building trusted client relationships, delivering consultative service, and leveraging H&R Block products and training to support clients.

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
• 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

Consultative role

Explain tax concepts

IRS/state requirements knowledge

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses. You will conduct in-depth client interviews to understand finances and provide clear, personalized recommendations.

The role emphasizes building trusted client relationships, delivering consultative service, and leveraging H&R Block products and training to support clients.