Seasonal Tax Advisor: Expert Guidance & Savings

H&R Block, Inc.; Upper Darby (Delaware County); Sur place; USD 25 000 - 39 000; Temps partiel

Résumé du poste

H&R Block is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse situations. You will conduct in-depth client interviews to understand life changes and tax implications, then offer personalized recommendations and tax savings opportunities.

You will build lasting client relationships with empathetic, consultative service, provide IRS notice guidance, and collaborate with a supportive team in-person at a local H&R Block office.

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 in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; ability to explain tax concepts clearly to clients.
• Must complete continuing education and meet IRS/state requirements; high school diploma or GED or equivalent.

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 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

Connaissances

Client-facing experience

Verbal & written communication

Tax knowledge

Consultative advisory approach

Formation

High school diploma or GED

Bachelor’s degree in accounting/finance

Outils

GoSystem

UltraTax

Microsoft Copilot

ChatGPT

Description du poste

H&R Block is seeking a seasonal Tax Advisor to prepare complete and accurate tax returns for clients with diverse situations. You will conduct in-depth client interviews to understand life changes and tax implications, then offer personalized recommendations and tax savings opportunities.

You will build lasting client relationships with empathetic, consultative service, provide IRS notice guidance, and collaborate with a supportive team in-person at a local H&R Block office.