Seasonal Tax Advisor — Client Savings & Guidance

H&R Block, Inc.; Wylie (TX); Vor Ort; USD 25.000 - 39.000; Vollzeit

Zusammenfassung

H&R Block, Inc. in Texas is seeking a seasonal Tax Advisor to prepare returns and guide clients through complex tax situations at a local office.

You'll interview clients, identify savings opportunities, provide recommendations, and support with IRS notices, audits, and product solutions; work in a collaborative, client-centered environment with strong training.

This role is in-person at a local H&R Block tax office and offers competitive pay and an incentive plan.

Qualifikationen

• Completion of required HR Block Tax Knowledge Assessment or enrollment completed.
• Minimum 2 years of tax preparation, accounting, or related experience.
• Experience in client-facing or advisory roles.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must meet IRS/state continuing education requirements.

Aufgaben

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to understand financial situations and tax implications.
• Provide personalized tax-saving recommendations and discuss HR Block products.
• Offer IRS support, notices, and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office environment.

Kenntnisse

Tax Knowledge Assessment

Tax preparation experience

Client-facing advisory experience

Strong communication skills

Ausbildung

High school diploma / GED / equivalent

Bachelor's degree in accounting, finance or related field

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Jobbeschreibung

H&R Block, Inc. in Texas is seeking a seasonal Tax Advisor to prepare returns and guide clients through complex tax situations at a local office.

You'll interview clients, identify savings opportunities, provide recommendations, and support with IRS notices, audits, and product solutions; work in a collaborative, client-centered environment with strong training.

This role is in-person at a local H&R Block tax office and offers competitive pay and an incentive plan.