Seasonal Tax Advisor: Client‑Focused Returns & Savings

H&R Block; Wilmington (DE); In loco; USD 25.000 - 39.000; Part-time

Descrizione del lavoro

H&R Block in Wilmington, DE is seeking a seasonal Tax Advisor to prepare complete, accurate tax returns for individuals and businesses. You will conduct in-depth client interviews to understand financial situations, explain tax implications, and provide personalized recommendations to maximize savings.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards impact as you grow tax expertise and support clients in a local office.

Competenze

• 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 in client-facing, consultative, or advisory role
• Strong verbal and written communication, ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all IRS/state requirements
• High school diploma / GED / equivalent

Mansioni

• 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

Conoscenze

Tax knowledge

Client interviews

Communication skills

IRS guidance

Team collaboration

Formazione

High school diploma

Bachelor’s degree in accounting

CPA or Enrolled Agent

Strumenti

GoSystem

UltrasTax

Microsoft Copilot

ChatGPT

Descrizione del lavoro

H&R Block in Wilmington, DE is seeking a seasonal Tax Advisor to prepare complete, accurate tax returns for individuals and businesses. You will conduct in-depth client interviews to understand financial situations, explain tax implications, and provide personalized recommendations to maximize savings.

This in-person role offers industry-leading training, a competitive hourly rate, and an incentive plan that rewards impact as you grow tax expertise and support clients in a local office.