Seasonal Tax Advisor: Build Trusted Client Relationships

H&R Block, Inc.; Swedesboro (NJ); Vor Ort; USD 25.000 - 91.000; Teilzeit

Zusammenfassung

H&R Block in New Jersey is seeking a Seasonal Tax Advisor to prepare accurate tax returns for individuals and businesses, conduct client interviews to understand financial situations, and identify tax savings opportunities with guidance from training and technology. This in-person role offers competitive pay and growth potential.

Join a team that emphasizes client service, education, and support as you build tax expertise and serve clients across diverse situations in a local office environment.

Qualifikationen

• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience in client-facing, consultative roles.
• Strong verbal and written communication skills and ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Aufgaben

• 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 and provide clear recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive client-focused office environment.

Kenntnisse

Client communication

Tax knowledge

Consultative/advisory experience

Ausbildung

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) desired

Tools

GoSystem

Ultratax

Jobbeschreibung

H&R Block in New Jersey is seeking a Seasonal Tax Advisor to prepare accurate tax returns for individuals and businesses, conduct client interviews to understand financial situations, and identify tax savings opportunities with guidance from training and technology. This in-person role offers competitive pay and growth potential.

Join a team that emphasizes client service, education, and support as you build tax expertise and serve clients across diverse situations in a local office environment.