Seasonal Tax Advisor — Client-Focused Returns & Savings

H&R Block; Prestonsburg (KY); Vor Ort; USD 21.000 - 34.000; Vollzeit

Zusammenfassung

H&R Block is seeking an experienced tax professional for a seasonal, in-person role at a local tax office in Kentucky. You will prepare returns, interview clients, and provide personalized tax guidance with support from our training and technology.

You will identify tax savings opportunities, build lasting client relationships, and offer IRS notice support when needed. A strong client-service mindset and solid knowledge of individual and business taxes are essential, with ongoing education

Qualifikationen

• Completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of tax preparation experience.
• Experience in a client-facing or advisory role.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent.

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct in-depth client interviews to understand finances and tax implications.
• Build trusted relationships by delivering personalized tax guidance and savings opportunities.
• Provide IRS support and audit guidance as needed.
• Collaborate with team members and contribute to a client-focused office.

Kenntnisse

Tax preparation

Client-facing

Communication skills

IRS requirements

Ausbildung

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Jobbeschreibung

H&R Block is seeking an experienced tax professional for a seasonal, in-person role at a local tax office in Kentucky. You will prepare returns, interview clients, and provide personalized tax guidance with support from our training and technology.

You will identify tax savings opportunities, build lasting client relationships, and offer IRS notice support when needed. A strong client-service mindset and solid knowledge of individual and business taxes are essential, with ongoing education