Seasonal Tax Advisor: Build Savings & Client Trust

H&R Block, Inc.; Arbutus (MD); On-site; USD 23,000 - 83,000; Part time

Benefits offered by this job

Competitive hourly rate

Incentive plan

Training & development

Job summary

H&R Block is seeking a seasonal Tax Advisor to assist clients with preparing accurate tax returns and identifying tax savings opportunities. You will interview clients to understand financial situations, provide personalized recommendations, and guidance on IRS notices as needed.

The role emphasizes client relationships, compliance with IRS/state rules, and collaboration with a team in a local office, with a competitive hourly rate and incentive plan.

Qualifications

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

Responsibilities

• Prepare complete, accurate tax returns for diverse and complex situations.
• Conduct client interviews to understand financial situations and tax implications.
• Provide tax savings opportunities and recommend H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office environment.

Skills

Communication

Client facing

Attention to detail

Explain tax concepts

Education

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent

Tools

GoSystem

UltraTax

Job description

H&R Block is seeking a seasonal Tax Advisor to assist clients with preparing accurate tax returns and identifying tax savings opportunities. You will interview clients to understand financial situations, provide personalized recommendations, and guidance on IRS notices as needed.

The role emphasizes client relationships, compliance with IRS/state rules, and collaboration with a team in a local office, with a competitive hourly rate and incentive plan.