Meet with clients to gather information and understand their tax situation\n
Prepare complete and accurate tax returns with training and support from experienced teammates\n
Explain tax information clearly and provide recommendations in a way clients can easily understand\n
Identify tax savings opportunities and recommend relevant products and services\n
problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources\n
Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach\nRequired Qualifications\n
Successful completion of the H&R Block Income Tax Course1\n
Experience interacting with customers or clients in a service-oriented environment\n
Strong communication skills, including explaining information clearly and asking questions to understand needs\n
Problem-solving skills, including organizing information and identifying solutions\n
Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT\n
High school diploma / GED/ equivalent\nPreferred Qualifications\n
Bachelor's degree in accounting, finance, or a related field\n
Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services\n
Experience asking questions and recommending solutions based on customer needs\n
Ability to work 15-35 hours per week, with availability up to 40 hours during peak periods\n
Availability to work evenings and weekends during tax season\nWhy work for us\nAt H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everyw.

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