Seasonal Tax Advisor - In-Person, Client-Focused & Impactful

H&R Block; Quinlan (TX); Vor Ort; USD 25.000 - 55.000; Teilzeit

Zusammenfassung

H&R Block in Texas is seeking a Seasonal Tax Advisor to prepare complex tax returns and interview clients to understand their financial situations. You will provide personalized recommendations and identify tax savings opportunities, while delivering empathetic, client-focused service at a local tax office.

The role requires prior tax experience, strong communication skills, and compliance with IRS/state requirements.

Qualifikationen

• 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

Aufgaben

• 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

Kenntnisse

Client interviewing

Tax knowledge

Communication skills

IRS/state requirements compliance

Attention to detail

Ausbildung

High school diploma / GED / equivalent

Bachelor's degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or other IRS credential

Tools

GoSystem

UltraTax

Jobbeschreibung

H&R Block in Texas is seeking a Seasonal Tax Advisor to prepare complex tax returns and interview clients to understand their financial situations. You will provide personalized recommendations and identify tax savings opportunities, while delivering empathetic, client-focused service at a local tax office.

The role requires prior tax experience, strong communication skills, and compliance with IRS/state requirements.