Seasonal Tax Pro: Build Client Confidence & Earn Incentives

H&R Block, Inc.; Calera (AL); Presencial; USD 25.000 - 34.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Competitive pay

Comprehensive benefits

In-person office

Descripción de la vacante

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interviewing clients to understand their tax situations, and offering personalized recommendations. This in-person role builds lasting client relationships and leverages leading training and technology.

The position emphasizes delivering empathetic, consultative service, uncovering tax savings opportunities, and supporting clients with IRS notices and audit guidance.

Formación

• 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.

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

Conocimientos

Tax preparation

Client interviews

Communication skills

IRS/state requirements

Educación

High school diploma

Bachelor's degree in accounting/related field

CPA or Enrolled Agent (EA)

Herramientas

GoSystem

Ultratax

Descripción del empleo

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interviewing clients to understand their tax situations, and offering personalized recommendations. This in-person role builds lasting client relationships and leverages leading training and technology.

The position emphasizes delivering empathetic, consultative service, uncovering tax savings opportunities, and supporting clients with IRS notices and audit guidance.