Seasonal Tax Pro - Build Trust & Maximize Savings

H&R Block; Town of Baldwin (WI); Presencial; USD 30.000 - 47.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive pay

Comprehensive benefits

Industry-leading training

Descripción de la vacante

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence, prepare accurate returns for individuals and businesses, and provide personalized recommendations backed by trusted training and technology.

This in-person role at a local H&R Block tax office emphasizes client relationships, tax savings opportunities, IRS support, and collaboration with a supportive team in a busy seasonal environment.

Formación

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of tax preparation or related experience.
• Experience in a client-facing, consultative or advisory role.
• Strong verbal and written communication; explains tax concepts clearly.
• Must meet IRS and applicable state requirements, including licensure if required.
• HS diploma or GED required.

Responsabilidades

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, notices assistance, and audit guidance as needed.
• Collaborate with team to maintain a client-focused office environment.

Conocimientos

Tax knowledge

Client-facing experience

Communication skills

Educación

High school diploma / GED

Bachelor’s degree (preferred)

Herramientas

GoSystem

Ultratax

Descripción del empleo

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence, prepare accurate returns for individuals and businesses, and provide personalized recommendations backed by trusted training and technology.

This in-person role at a local H&R Block tax office emphasizes client relationships, tax savings opportunities, IRS support, and collaboration with a supportive team in a busy seasonal environment.