Seasonal Tax Expert — Complex Returns & Client Guidance

H&R Block, Inc.; Guthrie (OK); Presencial; USD 25.000 - 39.000; A tiempo parcial

Descripción de la vacante

H&R Block is seeking an experienced seasonal tax professional to prepare accurate individual and business tax returns, guided by industry-leading training and technology. You will interview clients, offer personalized recommendations, and help identify tax savings opportunities while building lasting client relationships.

This in-person role at a local H&R Block office emphasizes client-focused service, with an incentive plan that rewards impact and tax expertise development throughout

Formación

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

Responsabilidades

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations and implications
• Provide tax savings opportunities and recommend H&R Block products
• Provide IRS support, notices assistance, and audit guidance as needed
• Collaborate with team and maintain a positive client-focused office environment

Conocimientos

Client-facing

Communication skills

Interviewing clients

Empathetic service

Team collaboration

Educación

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Herramientas

GoSystem or UltraTax

AI tools (Copilot, ChatGPT)

Descripción del empleo

H&R Block is seeking an experienced seasonal tax professional to prepare accurate individual and business tax returns, guided by industry-leading training and technology. You will interview clients, offer personalized recommendations, and help identify tax savings opportunities while building lasting client relationships.

This in-person role at a local H&R Block office emphasizes client-focused service, with an incentive plan that rewards impact and tax expertise development throughout