Seasonal Tax Pro & Advisor for Complex Returns

H&R Block, Inc.; Lake Havasu City (AZ); Sur place; USD 21 000 - 34 000; Temps partiel

Résumé du poste

H&R Block in Lake Havasu City, AZ is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and maximize savings. You will prepare complete returns, conduct client interviews, and deliver personalized recommendations using our training and technology.

You will build lasting client relationships, provide IRS support when needed, and collaborate with a team in a welcoming, in-person office environment.

Qualifications

• Successful completion of the H&R 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.

Responsabilités

• 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

Connaissances

Tax knowledge

Client facing

Communication

IRS rules

Formation

Bachelor’s degree

CPA/EA credential

Outils

GoSystem

Ultratax

Description du poste

H&R Block in Lake Havasu City, AZ is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and maximize savings. You will prepare complete returns, conduct client interviews, and deliver personalized recommendations using our training and technology.

You will build lasting client relationships, provide IRS support when needed, and collaborate with a team in a welcoming, in-person office environment.