Seasonal Tax Pro & Advisor — In-Person Client Impact

H&R Block, Inc.; Sandusky (MI); Vor Ort; USD 20.000 - 40.000; Teilzeit

Zusammenfassung

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations.

You will conduct in-depth client interviews to understand financial scenarios and provide clear, personalized recommendations. In this in-person role at a local H&R Block tax office, you will build trusted client relationships, identify tax savings opportunities, and support clients through IRS notices as needed.

Qualifikationen

• Completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in a client-facing, consultative role.
• Strong verbal and written communication skills; ability to explain tax concepts clearly.
• Must meet continuing education requirements and IRS/state requirements.
• High school diploma or equivalent required.

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews to understand financial scenarios and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team and contribute to a client-focused office environment.

Kenntnisse

Tax knowledge

Client interviewing

Communication skills

IRS requirements

Ausbildung

High school diploma

Bachelor's degree in accounting/finance

Tools

GoSystem

Ultratax

Jobbeschreibung

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations.

You will conduct in-depth client interviews to understand financial scenarios and provide clear, personalized recommendations. In this in-person role at a local H&R Block tax office, you will build trusted client relationships, identify tax savings opportunities, and support clients through IRS notices as needed.