Seasonal Tax Advisor: Client-Focused & Impactful

H&R Block; Cockeysville (MD); Vor Ort; USD 50.000 - 84.000; Vollzeit

Zusammenfassung

H&R Block in Maryland is seeking a seasonal Tax Advisor to help clients navigate complex tax situations, prepare accurate returns for individuals and businesses, and identify tax-saving opportunities.

You will conduct in-depth client interviews, deliver personalized recommendations, and build lasting relationships while leveraging industry-leading training and technology. This in-person role offers an hourly rate and clear incentive structure within a client-focused office.

Qualifikationen

• Completion of the HR Block Tax Knowledge Assessment
• Minimum 2 years tax prep experience incl. individual and business returns
• Experience in client-facing, consultative roles
• Strong verbal and written communication; explain tax concepts simply
• Must meet IRS/state continuing education 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 — 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

Kenntnisse

Tax knowledge

Interviewing

Client communication

IRS rules

Ausbildung

HS diploma

Bachelor's degree

Tools

GoSystem

Ultratax

Copilot

ChatGPT

Jobbeschreibung

H&R Block in Maryland is seeking a seasonal Tax Advisor to help clients navigate complex tax situations, prepare accurate returns for individuals and businesses, and identify tax-saving opportunities.

You will conduct in-depth client interviews, deliver personalized recommendations, and build lasting relationships while leveraging industry-leading training and technology. This in-person role offers an hourly rate and clear incentive structure within a client-focused office.