Seasonal Tax Advisor: Maximize Returns & Client Impact

H&R Block; Town of Middletown (NY); On-site; USD 25,000 - 39,000; Part time

Job summary

H&R Block is seeking a seasonal Tax Advisor to prepare complete, accurate tax returns for individuals and small businesses, conduct client interviews, and provide clear recommendations. You'll build trusted relationships and help clients identify tax savings opportunities using our training and tools; this is an in-person role at a local H&R Block office.

The position requires the Tax Knowledge Assessment, at least 2 years in tax prep or related fields, strong communication, and the

Qualifications

• 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 in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills, including the ability to explain tax concepts clearly to clients.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications, then provide personalized recommendations.

Skills

Client communication

Tax knowledge

Interviewing clients

Attention to detail

Education

High school diploma or GED

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent (EA) preferred

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Tax Advisor to prepare complete, accurate tax returns for individuals and small businesses, conduct client interviews, and provide clear recommendations. You'll build trusted relationships and help clients identify tax savings opportunities using our training and tools; this is an in-person role at a local H&R Block office.

The position requires the Tax Knowledge Assessment, at least 2 years in tax prep or related fields, strong communication, and the