Seasonal Tax Advisor | Trusted Advisor & Savings Builder

H&R Block, Inc.; Dallas (TX); Presencial; USD 28.000 - 41.000; Jornada completa

Descripción de la vacante

H&R Block is seeking a seasonal Tax Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individuals and businesses. You will conduct in-depth client interviews to understand financial situations and tax implications, then provide clear, personalized recommendations.

You will build trusted relationships through empathetic, consultative service and identify tax savings opportunities and relevant H&R Block products.

Formación

• High school diploma or GED required; continuing education may be needed.
• 2+ years of tax preparation, accounting, or related experience with individuals and businesses.
• Strong verbal and written communication; explain tax concepts clearly.
• Must meet IRS/state requirements and complete required education.

Responsabilidades

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and life changes.
• Provide personalized tax recommendations and identify tax savings opportunities.
• Assist clients with IRS notices and audit guidance as needed.
• Collaborate with team to maintain a positive, client-focused office environment.

Conocimientos

Communication skills

Client facing

Tax knowledge

Educación

High school diploma/GED

Bachelor's degree in accounting/finance (preferred)

CPA or Enrolled Agent (EA) (preferred)

Herramientas

GoSystem

UltraTax

Copilot/ChatGPT (AI tools)

Descripción del empleo

H&R Block is seeking a seasonal Tax Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individuals and businesses. You will conduct in-depth client interviews to understand financial situations and tax implications, then provide clear, personalized recommendations.

You will build trusted relationships through empathetic, consultative service and identify tax savings opportunities and relevant H&R Block products.