Seasonal Tax Advisor — In‑Person & Client Impact

H&R Block; Williamsburg (VA); Presencial; USD 23.000 - 84.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Competitive hourly rate

Incentive plan

Descripción de la vacante

H&R Block in Williamsburg, Virginia is seeking a seasonal Tax Advisor to help clients navigate complex tax situations. You’ll prepare accurate returns for individuals and businesses, interview clients to understand finances, and offer personalized recommendations.

You’ll build trusted relationships, uncover tax savings, and provide IRS support and audit guidance. The role includes training, a competitive hourly rate, and an incentive plan as you grow your tax expertise and serve clients in a

Formación

• 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.

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.

Conocimientos

Client interviewing

Tax knowledge

Advisory experience

Educación

High school diploma or GED

Bachelor’s degree in accounting or related field

Herramientas

GoSystem

Ultratax

Descripción del empleo

H&R Block in Williamsburg, Virginia is seeking a seasonal Tax Advisor to help clients navigate complex tax situations. You’ll prepare accurate returns for individuals and businesses, interview clients to understand finances, and offer personalized recommendations.

You’ll build trusted relationships, uncover tax savings, and provide IRS support and audit guidance. The role includes training, a competitive hourly rate, and an incentive plan as you grow your tax expertise and serve clients in a