Seasonal Tax Advisor: Client-Focused Returns

H&R Block; Wildwood (NJ); In loco; USD 22.000 - 84.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive pay

Incentive plan

Training and technology

Descrizione del lavoro

H&R Block is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for individuals and businesses, conduct client interviews, and deliver personalized recommendations. The role emphasizes building trusted client relationships, identifying tax savings opportunities, and using industry-leading training and technology.

The position is in-person at a local H&R Block tax office, with focus on providing excellent client service and guidance through IRS notices and audits as

Competenze

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

Mansioni

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide clear, personalized tax savings recommendations and cross-sell H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients
• Collaborate with team members and contribute to a positive office environment

Conoscenze

Client facing

Communication

Tax preparation

Tax knowledge

IRS/state requirements

Formazione

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Strumenti

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Descrizione del lavoro

H&R Block is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for individuals and businesses, conduct client interviews, and deliver personalized recommendations. The role emphasizes building trusted client relationships, identifying tax savings opportunities, and using industry-leading training and technology.

The position is in-person at a local H&R Block tax office, with focus on providing excellent client service and guidance through IRS notices and audits as