Seasonal Tax Advisor: Build Trusted Client Relationships

H&R Block; Havre de Grace (MD); Vor Ort; USD 23.000 - 84.000; Teilzeit

Benefits dieser Stelle

Competitive pay

Comprehensive benefits

401(k) Plan

Zusammenfassung

H&R Block is seeking a seasonal Tax Advisor to prepare accurate tax returns for clients with diverse situations, including individuals and businesses. You’ll interview clients to understand finances and offer personalized recommendations, while building trusted relationships and highlighting tax savings opportunities and H&R Block products.

This in-person role at a local H&R Block tax office offers industry-leading training, competitive hourly pay, and an incentive plan to reward impact

Qualifikationen

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent required

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse and complex situations (individual and business)
• Conduct in-depth client interviews to understand financials and life changes for personalized recommendations
• Build trusted client relationships and identify tax savings opportunities and 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

Kenntnisse

Communication

Client facing

Interviewing

Verbal communication

Written communication

Ausbildung

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) credential

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Jobbeschreibung

H&R Block is seeking a seasonal Tax Advisor to prepare accurate tax returns for clients with diverse situations, including individuals and businesses. You’ll interview clients to understand finances and offer personalized recommendations, while building trusted relationships and highlighting tax savings opportunities and H&R Block products.

This in-person role at a local H&R Block tax office offers industry-leading training, competitive hourly pay, and an incentive plan to reward impact