Seasonal Tax Advisor - Client-Focused Returns & Savings

H&R Block; Scottsville (VA); Vor Ort; USD 22.000 - 83.000; Teilzeit

Zusammenfassung

H&R Block is seeking a Seasonal Tax Advisor in Virginia to prepare complete and accurate returns for individual and business clients, interview clients, offer personalized recommendations, and support IRS notices when needed. In-person office environment with training and incentives.

You will build trusted client relationships, identify tax savings opportunities, and collaborate with teammates to deliver a positive, client-focused service experience.

Qualifikationen

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent 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

Client communication

Attention to detail

Verbal and written communication

IRS requirements knowledge

Ausbildung

High school diploma

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Jobbeschreibung

H&R Block is seeking a Seasonal Tax Advisor in Virginia to prepare complete and accurate returns for individual and business clients, interview clients, offer personalized recommendations, and support IRS notices when needed. In-person office environment with training and incentives.

You will build trusted client relationships, identify tax savings opportunities, and collaborate with teammates to deliver a positive, client-focused service experience.