Seasonal Tax Advisor - Client-Focused Savings Pro

H&R Block, Inc.; Catonsville (MD); Sur place; USD 23 000 - 84 000; Temps partiel

Résumé du poste

H&R Block is seeking a seasonal Tax Advisor to help clients navigate complex tax situations. You will prepare returns, interview clients to assess scenarios, and offer personalized recommendations while building lasting relationships.

The role is in-person at a local H&R Block tax office and offers an incentive plan to reward impact and growth within tax and financial services.

Qualifications

• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in client-facing, consultative, or advisory roles.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsabilités

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct thorough client interviews to assess tax implications.
• Identify tax savings opportunities and appropriate H&R Block products.
• Provide IRS support, notices assistance, and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office environment.

Connaissances

Tax knowledge

Client communication

Advisory mindset

Explain tax clearly

Formation

High school diploma or GED

Bachelor's degree (preferred)

Outils

GoSystem

Ultratax

Description du poste

H&R Block is seeking a seasonal Tax Advisor to help clients navigate complex tax situations. You will prepare returns, interview clients to assess scenarios, and offer personalized recommendations while building lasting relationships.

The role is in-person at a local H&R Block tax office and offers an incentive plan to reward impact and growth within tax and financial services.