Seasonal Tax Advisor: Complex Returns & Client Guidance

H&R Block; Bethesda (MD); Presencial; USD 26.000 - 95.000; A tiempo parcial

Descripción de la vacante

H&R Block is seeking a seasonal Tax Advisor to prepare accurate returns for individuals and businesses and to interview clients to understand their financial situations. You will deliver personalized recommendations and help clients maximize savings while offering IRS support and audit guidance as needed.

You will work in-person at a local H&R Block tax office, collaborating with team members in a client-focused environment and contributing to ongoing training and technology-enabled

Formación

• 2+ years of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Strong verbal and written communication; ability to explain tax concepts clearly to clients
• Must meet continuing education requirements and IRC/state requirements
• High school diploma or equivalent required; further degree preferred

Responsabilidades

• Prepare complete, accurate tax returns for clients with diverse and complex situations
• Conduct in-depth client interviews to understand finances and life changes
• Provide personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with colleagues and contribute to a positive client-focused office

Conocimientos

Client-facing experience

Strong communication skills

Tax knowledge

Educación

High school diploma or GED

Bachelor's degree preferred

Herramientas

GoSystem

Ultratax

Microsoft Copilot / ChatGPT

Descripción del empleo

H&R Block is seeking a seasonal Tax Advisor to prepare accurate returns for individuals and businesses and to interview clients to understand their financial situations. You will deliver personalized recommendations and help clients maximize savings while offering IRS support and audit guidance as needed.

You will work in-person at a local H&R Block tax office, collaborating with team members in a client-focused environment and contributing to ongoing training and technology-enabled