Seasonal Tax Advisor: Build Trust & Find Savings

H&R Block, Inc.; Hammonton (NJ); Presencial; USD 25.000 - 92.000; A tiempo parcial

Descripción de la vacante

H&R Block is seeking a Seasonal Tax Advisor to prepare complete, accurate tax returns for individuals and businesses, and to conduct in-depth client interviews to understand financial situations and tax implications. You will deliver clear, personalized recommendations and help clients maximize savings.

In this in-person role, you’ll build trusted relationships, support clients through IRS notices, and collaborate with the team in a friendly, client-focused office.

Formación

• 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, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

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

Communication skills

Client facing

Tax concepts

Consultative service

Educación

High school diploma

Bachelor’s degree in accounting or finance

Herramientas

GoSystem

Ultratax

Descripción del empleo

H&R Block is seeking a Seasonal Tax Advisor to prepare complete, accurate tax returns for individuals and businesses, and to conduct in-depth client interviews to understand financial situations and tax implications. You will deliver clear, personalized recommendations and help clients maximize savings.

In this in-person role, you’ll build trusted relationships, support clients through IRS notices, and collaborate with the team in a friendly, client-focused office.