Seasonal Tax Pro & Advisor: Client-Focused Returns

H&R Block, Inc.; City of Rochester (NY); Presencial; USD 22.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical and prescription drug coverage

401(k) Retirement Savings Plan

Employee Assistance Program

(virtual) fitness center programs

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Descripción de la vacante

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and uncover savings opportunities for clients in a local tax office. You will interview clients to assess financial situations and provide personalized recommendations, building relationships through empathetic, client-focused service.

You will collaborate with teammates, support IRS-related matters, and use industry-leading training and technology in a high-performing office environment.

Formación

• 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 working 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

Responsabilidades

• 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

Descripción del empleo

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and uncover savings opportunities for clients in a local tax office. You will interview clients to assess financial situations and provide personalized recommendations, building relationships through empathetic, client-focused service.

You will collaborate with teammates, support IRS-related matters, and use industry-leading training and technology in a high-performing office environment.