Seasonal Tax Pro: Advisory, Savings and Client Success

H&R Block, Inc.; Huntingdon (Huntingdon County); Vor Ort; USD 34.000 - 55.000; Teilzeit

Zusammenfassung

H&R Block, a leading tax services firm, seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, interview clients to understand finances, and uncover savings opportunities, backed by training and technology.

This role is in-person at a local H&R Block tax office, with a competitive hourly rate and incentive plan tied to impact and tax expertise growth.

Qualifikationen

• 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
• Must complete continuing education and meet all IRS and applicable state requirements
• High school diploma / GED / equivalent required
• Preferred: CPA or Enrolled Agent (EA) or other IRS Circular 230 credential
• Familiarity with GoSystem or UltraTax software
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

Aufgaben

• 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

Kenntnisse

Client communication

Interpersonal skills

Team collaboration

Ausbildung

Bachelor’s degree in accounting or finance

High school diploma or equivalent

Tools

CPA or Enrolled Agent

GoSystem or UltraTax

Jobbeschreibung

H&R Block, a leading tax services firm, seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, interview clients to understand finances, and uncover savings opportunities, backed by training and technology.

This role is in-person at a local H&R Block tax office, with a competitive hourly rate and incentive plan tied to impact and tax expertise growth.