Seasonal Tax Advisor — Client Advisory & Savings

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

Benefits dieser Stelle

Competitive hourly pay

Incentive plan

Comprehensive training and technology

Zusammenfassung

H&R Block in Millville, NJ is seeking a Seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse and complex situations, including individual and business returns.

You will interview clients to understand financial life changes, provide personalized recommendations, and build trusted relationships while delivering empathetic service and identifying tax savings opportunities.

Qualifikationen

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 2 years of experience in tax preparation or related fields
• Experience in client-facing advisory roles
• Ability to explain tax concepts in client-friendly language
• Meet continuing education and IRS/state requirements
• High school diploma or GED required

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse and complex situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide clear, personalized recommendations and identify tax saving opportunities
• Offer IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and maintain a positive client-focused environment

Kenntnisse

Client interviewing

Communication skills

Tax knowledge

IRS guidelines

Ausbildung

Bachelor’s degree in accounting or related field

CPA/EA or IRS Circular 230 credential

High school diploma or GED

Tools

GoSystem

Ultratax

AI tools (Copilot / ChatGPT)

Jobbeschreibung

H&R Block in Millville, NJ is seeking a Seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse and complex situations, including individual and business returns.

You will interview clients to understand financial life changes, provide personalized recommendations, and build trusted relationships while delivering empathetic service and identifying tax savings opportunities.