Seasonal Tax Pro & Advisor — Client-Focused & In-Person

H&R Block; Cleveland (MS); Vor Ort; USD 22.000 - 36.000; Vollzeit

Zusammenfassung

H&R Block seeks a seasonal Experienced Tax Professional to serve clients in a local office. You will prepare accurate returns for individuals and businesses, conduct client interviews, and offer personalized recommendations tailored to each financial situation.

In this role you will build lasting client relationships, identify savings opportunities, and support with IRS matters and notices. Training and technology support are provided, with a competitive hourly rate and incentive potential.

Qualifikationen

• Successful completion of the HR Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience 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
• Bachelor’s degree in accounting, finance or a related field (preferred)
• 5+ years of experience in tax preparation, accounting, finance, bookkeeping (preferred)
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential (preferred)
• Experience completing complex returns, tax planning, audit support, or tax notice resolution (preferred)
• Familiarity with GoSystem or Ultratax software (preferred)
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT) (preferred)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services) (preferred)

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

Communication

Client facing

Tax knowledge

IRS requirements

Ausbildung

High school diploma

Bachelor's degree

CPA/EA credential

Tools

GoSystem

Ultratax

Jobbeschreibung

H&R Block seeks a seasonal Experienced Tax Professional to serve clients in a local office. You will prepare accurate returns for individuals and businesses, conduct client interviews, and offer personalized recommendations tailored to each financial situation.

In this role you will build lasting client relationships, identify savings opportunities, and support with IRS matters and notices. Training and technology support are provided, with a competitive hourly rate and incentive potential.