Seasonal Tax Pro & Client Advisor (In-Person)

H&R Block, Inc.; Old Bridge (NJ); Vor Ort; USD 22.000 - 110.000; Vollzeit

Zusammenfassung

H&R Block in New Jersey is seeking a seasonal Experienced Tax Professional to prepare returns, interview clients, and identify tax savings opportunities within a supportive, in-person office.

You will collaborate with team members, deliver client-focused service, and comply with IRS/state requirements while benefiting from comprehensive training, competitive pay, and an incentive plan.

Qualifikationen

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year 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

Strong communication

Client advisory

Explain tax concepts

IRS/state requirements

Ausbildung

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) credential

Tools

GoSystem

Ultrax

Jobbeschreibung

H&R Block in New Jersey is seeking a seasonal Experienced Tax Professional to prepare returns, interview clients, and identify tax savings opportunities within a supportive, in-person office.

You will collaborate with team members, deliver client-focused service, and comply with IRS/state requirements while benefiting from comprehensive training, competitive pay, and an incentive plan.