Seasonal Tax Pro & Advisor

H&R Block; Shelbyville (IL); Sur place; USD 21 000 - 110 000; Temps partiel

Avantages offerts par ce poste

Incentive plan

Résumé du poste

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, interviewing clients to understand financial situations, and offering personalized recommendations. The role emphasizes client relationships, tax savings opportunities, and support for IRS matters, supported by robust training and an incentive plan.

This in-person position at a local H&R Block tax office provides a pathway to grow in tax and financial services, with a

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation and client-facing roles.
• Ability to explain tax concepts in client-friendly language.
• Maintain continuing education and IRS/state requirements.
• High school diploma or GED required.

Responsabilités

• Prepare complete, accurate tax returns for diverse scenarios.
• Conduct client interviews to assess financial situations and implications.
• Provide recommendations and tax savings opportunities.
• Offer IRS support, tax notices, and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office.

Connaissances

Client communication

Tax knowledge

Interviewing clients

IRS guidelines

Formation

High school diploma or GED

Bachelor's degree preferred

Outils

GoSystem

UltraTax

Copilot AI tools

Description du poste

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, interviewing clients to understand financial situations, and offering personalized recommendations. The role emphasizes client relationships, tax savings opportunities, and support for IRS matters, supported by robust training and an incentive plan.

This in-person position at a local H&R Block tax office provides a pathway to grow in tax and financial services, with a