Seasonal Tax Advisor: Client Savings & Returns Pro

H&R Block, Inc.; Magnolia (AR); Vor Ort; USD 28.000 - 41.000; Teilzeit

Zusammenfassung

H&R Block, Inc. is seeking a seasonal Tax Advisor to prepare returns, identify savings, and support clients in person at a local tax office. You'll leverage training and technology to deliver accurate results and build lasting relationships.

Responsibilities include preparing complex returns, interviewing clients to understand financial situations, offering personalized tax planning, providing IRS notice assistance, and collaborating with the office team to deliver empathetic service.

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

Verbal communication

Written communication

Client-facing

Consultative advisory

Ausbildung

High school diploma

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Jobbeschreibung

H&R Block, Inc. is seeking a seasonal Tax Advisor to prepare returns, identify savings, and support clients in person at a local tax office. You'll leverage training and technology to deliver accurate results and build lasting relationships.

Responsibilities include preparing complex returns, interviewing clients to understand financial situations, offering personalized tax planning, providing IRS notice assistance, and collaborating with the office team to deliver empathetic service.