Seasonal Tax Advisor - Earn, Advise & Build Client Trust

H&R Block, Inc.; Temple (TX); Presencial; USD 25.000 - 39.000; Jornada completa

Descripción de la vacante

H&R Block is seeking a seasonal Tax Advisor to prepare accurate returns for individuals and businesses, interviewing clients to understand their financial situations, and offering tailored recommendations. You’ll help clients save on taxes while delivering empathetic, consultative service.

The role emphasizes in-person work at a local H&R Block office, with training, an incentive plan, and a competitive hourly rate.

Formación

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 2 years of experience in tax prep, accounting, finance, or bookkeeping
• Experience in a client-facing, consultative, or advisory role
• Ability to explain tax concepts in client-friendly language
• Must meet IRS/state continuing education requirements
• High school diploma or equivalent

Responsabilidades

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team members and contribute to a positive, client-focused environment

Conocimientos

Client-facing

Interpersonal skills

Communication

Interviewing clients

Tax concepts explained

Educación

High school diploma / GED

Bachelor’s degree in accounting/finance

CPA/EA or IRS credential (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, interviewing clients to understand their financial situations, and offering tailored recommendations. You’ll help clients save on taxes while delivering empathetic, consultative service.

The role emphasizes in-person work at a local H&R Block office, with training, an incentive plan, and a competitive hourly rate.