Seasonal Tax Advisor — Build Client Relationships

H&R Block, Inc.; Cape May Court House (NJ); Presencial; USD 23.000 - 84.000; A tiempo parcial

Descripción de la vacante

H&R Block is seeking a seasonal Tax Advisor to prepare accurate tax returns and help clients navigate complex tax situations at a local office. You will conduct in-depth client interviews and provide personalized recommendations to maximize savings and ensure compliance.

You will build lasting relationships through empathetic, consultative service while leveraging training and technology to support clients through the tax process.

Formación

• Minimum 2 years of tax preparation or related experience.
• Experience in a client-facing advisory role.
• Ability to explain tax concepts in client-friendly language.

Responsabilidades

• 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

Conocimientos

Tax knowledge

Client interaction

Communication skills

IRS knowledge

Educación

High school diploma or GED

Bachelor’s degree in accounting or related field

Herramientas

GoSystem

UltrasTax

Descripción del empleo

H&R Block is seeking a seasonal Tax Advisor to prepare accurate tax returns and help clients navigate complex tax situations at a local office. You will conduct in-depth client interviews and provide personalized recommendations to maximize savings and ensure compliance.

You will build lasting relationships through empathetic, consultative service while leveraging training and technology to support clients through the tax process.