Tax Advisor
$79,040,000–$79,040,000 year
On-siteWarrington, Pennsylvania, United States
Job Summary
Review each client's tax situation, identify opportunities, and provide personalized recommendations to build trust and confidence. Present tax concepts in straightforward language while ensuring every filing meets IRS regulations and H&R Block standards. Go beyond this year's return by defining financial goals and offering proactive tax planning guidance, including relevant product identification. Maintain current knowledge of evolving tax regulations and leverage internal tools to strengthen expertise season over season. Earn client loyalty through empathy and consistent follow-through to create a seamless experience. This seasonal, in-person role requires a minimum of two years in tax preparation or accounting and successful completion of the H&R Block Tax Knowledge Assessment.
Required Qualifications
- Minimum of 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including individual and small business returns
- Successful completion of the H&R Block Tax Knowledge Assessment
- Strong interpersonal and communication skills, including the ability to explain tax concepts in client-friendly language
- Ability to collaborate within a team environment to deliver a seamless client experience
- Must complete continuing education and meet all IRS and applicable state requirements
- High school diploma / GED / equivalent required
Desired Qualifications
- CPA, Enrolled Agent (EA), or other IRS Circular 230 credential
- 5+ years of experience in tax preparation, accounting, or financial services, including complex returns, tax planning, audit support, and tax notice resolution
- Bachelor's degree in accounting, finance, or a related field
- Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)
- Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
- Familiarity with tax preparation software such as GoSystem or UltraTax
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