Seasonal Tax Advisor — In-Person Client Support

H&R Block, Inc.; Ventnor City (NJ); Vor Ort; USD 25.000 - 91.000; Vollzeit

Zusammenfassung

H&R Block, Inc. invites applications for a Seasonal Tax Advisor. This in-person role, based in a local tax office in New Jersey, focuses on preparing complete tax returns and guiding clients through complex tax situations with confidence.

You will interview clients, identify tax savings opportunities, and deliver consultative service while leveraging training and technology. The position offers a competitive hourly rate and an incentive plan tied to performance and client impact.

Qualifikationen

• Minimum 2 years of tax preparation or related experience.
• Experience in client-facing, consultative roles.
• Must meet ongoing IRS/state requirements.
• High school diploma or equivalent required.

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews to understand financials and implications.
• Provide clear, personalized recommendations and identify savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a client-focused office.

Kenntnisse

Client-facing advisory

Communication skills

Tax knowledge

Interviewing clients

Ausbildung

High School Diploma or GED

Bachelor's degree (preferred)

CPA/EA (preferred)

Tools

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Jobbeschreibung

H&R Block, Inc. invites applications for a Seasonal Tax Advisor. This in-person role, based in a local tax office in New Jersey, focuses on preparing complete tax returns and guiding clients through complex tax situations with confidence.

You will interview clients, identify tax savings opportunities, and deliver consultative service while leveraging training and technology. The position offers a competitive hourly rate and an incentive plan tied to performance and client impact.