Seasonal Tax Advisor — Client-Focused Impact & Growth

H&R Block, Inc.; Fort Meade (MD); In loco; USD 25.000 - 91.000; Part-time

Vantaggi offerti da questo lavoro

Medical coverage

401(k) Plan

Employee Assistance Program

Fitness center programs

Associate discount

Descrizione del lavoro

H&R Block, Inc. seeks a seasonal Tax Advisor to prepare accurate tax returns and provide client-focused guidance at a local office in Maryland. You will interview clients, identify tax-saving opportunities, and deliver clear recommendations while building durable relationships and leveraging H&R Block technology and training.

The role emphasizes in-person client service, ongoing IRS/state requirements, and the chance to grow tax expertise within a supportive, results-driven environment.

Competenze

• Owns strong verbal and written communication; explains tax concepts clearly.
• Has at least 2 years of tax prep, accounting, finance, or bookkeeping experience.
• Experience in a client-facing, consultative role.
• Meets IRS/state continuing education requirements.

Mansioni

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to understand finances and tax implications.
• Provide personalized tax savings recommendations and product referrals.
• Offer IRS support, tax notice assistance, and audit guidance when needed.
• Collaborate with team to maintain a client-focused office environment.

Conoscenze

Client communication

Tax knowledge

Interviewing clients

IRS/state requirements

Formazione

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance (preferred)

Strumenti

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Descrizione del lavoro

H&R Block, Inc. seeks a seasonal Tax Advisor to prepare accurate tax returns and provide client-focused guidance at a local office in Maryland. You will interview clients, identify tax-saving opportunities, and deliver clear recommendations while building durable relationships and leveraging H&R Block technology and training.

The role emphasizes in-person client service, ongoing IRS/state requirements, and the chance to grow tax expertise within a supportive, results-driven environment.