Seasonal Tax Advisor - Expert Guidance & Client Impact

H&R Block; Odenton (MD); Sur place; USD 25 000 - 91 000; Plein temps

Résumé du poste

H&R Block is seeking a seasonal Tax Advisor to prepare accurate tax returns for individuals and businesses, conduct in-depth client interviews, and offer clear, personalized recommendations. The role emphasizes building trusted client relationships, identifying savings opportunities, and leveraging H&R Block products.

The position is in-person at a local H&R Block tax office, with a competitive hourly rate and incentive plan tied to impact and tax expertise development.

Qualifications

• Requires successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 2 years of experience in tax preparation or related fields
• Experience in client-facing roles with advisory capabilities
• Ability to explain tax concepts in client-friendly language
• Must meet IRS/state continuing education requirements
• High school diploma or equivalent is required

Responsabilités

• Prepare complete, accurate tax returns for clients with complex situations (individual and business)
• Conduct in-depth client interviews to understand financial situations and implications
• Build trusted client relationships and identify tax savings opportunities and relevant H&R Block products
• Provide IRS support, notices assistance, and audit guidance as needed
• Collaborate with team members and contribute to a positive, client-focused office environment

Connaissances

Client interviews

Communication skills

Tax knowledge

IRS guidance

Formation

High school diploma / GED

Bachelor’s degree (preferred)

Outils

GoSystem

Ultraxpert or Ultratax

Description du poste

H&R Block is seeking a seasonal Tax Advisor to prepare accurate tax returns for individuals and businesses, conduct in-depth client interviews, and offer clear, personalized recommendations. The role emphasizes building trusted client relationships, identifying savings opportunities, and leveraging H&R Block products.

The position is in-person at a local H&R Block tax office, with a competitive hourly rate and incentive plan tied to impact and tax expertise development.