Seasonal Tax Advisor - Expert Guidance & Client Impact

H&R Block, Inc.; Lake Worth (TX); Sur place; USD 30 000 - 42 000; Temps partiel

Avantages offerts par ce poste

Competitive pay

Résumé du poste

H&R Block in Texas is seeking a Seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse situations, including individual and business returns. You will interview clients, explain tax implications in plain language, and provide personalized recommendations to maximize savings.

This in-person role offers competitive hourly pay, an incentive plan, and opportunities to grow in tax and financial services through comprehensive training and technology support.

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 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

Responsabilités

• 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 HR 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

Description du poste

H&R Block in Texas is seeking a Seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse situations, including individual and business returns. You will interview clients, explain tax implications in plain language, and provide personalized recommendations to maximize savings.

This in-person role offers competitive hourly pay, an incentive plan, and opportunities to grow in tax and financial services through comprehensive training and technology support.