Seasonal Tax Pro: Expert Returns & Savings

H&R Block, Inc.; Sinking Spring (Berks County); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block, Inc. seeks a seasonal Tax Advisor to prepare returns, interview clients, and identify savings opportunities at a local tax office.

You'll deliver consultative service and build lasting client relationships using training and technology. In this in-person role, you will conduct client interviews, explain tax concepts clearly, provide IRS support and audit guidance, and collaborate with office teammates to maintain a positive client-focused environment.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment 1.
• 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.

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 advisory

Tax knowledge

IRS/state requirements

Attention to detail

Education

High school diploma

Bachelor’s degree in accounting/finance

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Job description

H&R Block, Inc. seeks a seasonal Tax Advisor to prepare returns, interview clients, and identify savings opportunities at a local tax office.

You'll deliver consultative service and build lasting client relationships using training and technology. In this in-person role, you will conduct client interviews, explain tax concepts clearly, provide IRS support and audit guidance, and collaborate with office teammates to maintain a positive client-focused environment.