Seasonal Tax Advisor: In-Person, Client-Focused

H&R Block, Inc.; Paris (TX); Presencial; USD 25 000 - 39 000; Tempo parcial

Resumo da oferta

H&R Block is seeking a seasonal Tax Advisor to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities in a local in-person office.

You will interview clients to understand finances, explain tax concepts clearly, and deliver consultative service while building lasting relationships. The role emphasizes training, technology, and a competitive hourly rate with incentives.

Qualificações

• Successful completion of the H&R Block Tax Knowledge Assessment1.
• 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.

Responsabilidades

• 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

Conhecimentos

Client-facing experience

Strong communication

Explain tax concepts clearly

Formação académica

High school diploma / GED

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

Ferramentas

GoSystem

Ultratax

Descrição da oferta de emprego

H&R Block is seeking a seasonal Tax Advisor to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities in a local in-person office.

You will interview clients to understand finances, explain tax concepts clearly, and deliver consultative service while building lasting relationships. The role emphasizes training, technology, and a competitive hourly rate with incentives.