Seasonal Tax Pro & Advisor - Client-Focused Returns

H&R Block, Inc.; Bethlehem Township (PA); Presencial; USD 25.000 - 39.000; Jornada completa

Descripción de la vacante

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and guide clients through complex tax situations. You'll interview clients, identify tax savings opportunities, and build lasting relationships using our training and technology.

This in-person role at a local H&R Block tax office emphasizes client service, knowledge sharing, and adherence to IRS/state requirements. Competitive hourly pay and an incentive plan reward impact and expertise in tax.

Formación

• Completion of the H&R Block Tax Knowledge Assessment 1.
• 1+ year of tax preparation or related experience.
• Experience in client-facing, consultative roles.
• Ability to explain tax concepts clearly to clients.
• Must meet IRS and state requirements.
• High school diploma or equivalent.

Responsabilidades

• Prepare accurate tax returns for individuals and businesses.
• Conduct client interviews to assess financial situations and implications.
• Provide tax savings recommendations and cross-sell H&R Block products.
• Offer IRS support, notices, and audit guidance as needed.
• Collaborate with colleagues to maintain a positive client-focused office environment.

Conocimientos

Tax knowledge

Client interviews

Communication skills

IRS/state requirements

Educación

High school diploma/GED

Bachelor’s degree (preferred)

Herramientas

GoSystem

Ultratax

AI tools (e.g., Copilot, ChatGPT)

Descripción del empleo

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and guide clients through complex tax situations. You'll interview clients, identify tax savings opportunities, and build lasting relationships using our training and technology.

This in-person role at a local H&R Block tax office emphasizes client service, knowledge sharing, and adherence to IRS/state requirements. Competitive hourly pay and an incentive plan reward impact and expertise in tax.