Seasonal Tax Advisor: Build Trusted Client Relationships

H&R Block; Charlottesville (VA); Presencial; USD 23.000 - 84.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

401(k) plan

Medical coverage

Employee assistance program

Fitness programs

Associate discount program

Insurance (BTA)

Descripción de la vacante

H&R Block is seeking a Seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses. You will conduct in-depth client interviews to understand financial situations, life changes, and tax implications, and provide clear, personalized recommendations.

This in-person role at a local H&R Block tax office offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards

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

Tax knowledge

Tax preparation

Client facing

Communication

IRS/state requirements

Educación

High school diploma or GED

Bachelor's degree

Herramientas

GoSystem

Ultratax

Descripción del empleo

H&R Block is seeking a Seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses. You will conduct in-depth client interviews to understand financial situations, life changes, and tax implications, and provide clear, personalized recommendations.

This in-person role at a local H&R Block tax office offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards