Seasonal Tax Advisor - Client-Focused Tax Pro

H&R Block, Inc.; Bridgeton (NJ); Sur place; USD 25 000 - 92 000; Temps partiel

Résumé du poste

H&R Block is seeking a Seasonal Tax Advisor to assist clients with complex tax situations, prepare accurate returns, and uncover savings opportunities in-person at a local office.

You will conduct client interviews, provide personalized recommendations, and build lasting relationships while leveraging industry-leading training and technology and an incentive plan based on impact and performance.

Qualifications

• 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 a client facing, consultative, or advisory role.
• Strong verbal and written communication skills; able to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED / equivalent.

Responsabilités

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

Connaissances

Client communication

Tax knowledge

IRS/state requirements

Formation

High school diploma / GED

Bachelor's degree (preferred)

CPA or EA (preferred)

Outils

GoSystem

Ultratax

Description du poste

H&R Block is seeking a Seasonal Tax Advisor to assist clients with complex tax situations, prepare accurate returns, and uncover savings opportunities in-person at a local office.

You will conduct client interviews, provide personalized recommendations, and build lasting relationships while leveraging industry-leading training and technology and an incentive plan based on impact and performance.