Seasonal Tax Pro & Advisor for Complex Returns

H&R Block, Inc.; Selmer (TN); Presencial; USD 28.000 - 39.000; Jornada completa

Descripción de la vacante

H&R Block seeks a seasonal Experienced Tax Professional to serve as a trusted advisor, preparing accurate returns for individuals and businesses. You’ll conduct client interviews, offer personalized recommendations, and help clients navigate tax implications using leading training and technology.

This in-person role emphasizes earning potential through an incentive plan and client service excellence. This is an on-site position at a local H&R Block tax office, focusing on delivering

Formación

• Must have completed 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 in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; able to explain tax concepts clearly to clients.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED 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 and tax implications and provide personalized recommendations.
• Build trusted client relationships and identify tax savings opportunities and relevant H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Conocimientos

Tax knowledge assessment

Tax preparation

Client-facing experience

Communication skills

Tax advisory

Educación

High school diploma

Bachelor’s degree in accounting/finance

CPA

Enrolled Agent (EA)

Herramientas

GoSystem

Ultratax

Copilot

ChatGPT

Descripción del empleo

H&R Block seeks a seasonal Experienced Tax Professional to serve as a trusted advisor, preparing accurate returns for individuals and businesses. You’ll conduct client interviews, offer personalized recommendations, and help clients navigate tax implications using leading training and technology.

This in-person role emphasizes earning potential through an incentive plan and client service excellence. This is an on-site position at a local H&R Block tax office, focusing on delivering