Seasonal Tax Advisor: Expert Prep & Client Savings

H&R Block; Lebanon (Lebanon County); In loco; USD 21.000 - 34.000; Part-time

Descrizione del lavoro

H&R Block in Lebanon, PA is seeking a Seasonal Tax Advisor to help clients with complex tax situations, prepare returns, and use our training and technology to maximize eligible savings. This in-person role offers a competitive hourly rate and opportunities to grow your tax expertise.

You will interview clients, identify tax savings, and provide consultative service while building lasting relationships with the community.

Competenze

• 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.

Mansioni

• 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

Conoscenze

Tax knowledge

Client communication

IRS regulations

Attention to detail

Formazione

Bachelor’s degree in accounting or related field

CPA or EA credential (preferred)

Strumenti

GoSystem

Ultratax

Descrizione del lavoro

H&R Block in Lebanon, PA is seeking a Seasonal Tax Advisor to help clients with complex tax situations, prepare returns, and use our training and technology to maximize eligible savings. This in-person role offers a competitive hourly rate and opportunities to grow your tax expertise.

You will interview clients, identify tax savings, and provide consultative service while building lasting relationships with the community.