Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Cotati (CA); Vor Ort; USD 23.000 - 110.000; Teilzeit

Benefits dieser Stelle

Incentive plan

Competitive pay

Industry-leading training

Zusammenfassung

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to advise clients, prepare accurate returns, and uncover savings opportunities in a local tax office.

You will interview clients, apply tax rules, and deliver clear recommendations, supported by industry-leading training and technology, and a competitive hourly rate. This in-person role emphasizes client relationships, team collaboration, and compliance with IRS/state requirements, with a pay range and incentive plan rewarding

Qualifikationen

• 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.

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.

Jobbeschreibung

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to advise clients, prepare accurate returns, and uncover savings opportunities in a local tax office.

You will interview clients, apply tax rules, and deliver clear recommendations, supported by industry-leading training and technology, and a competitive hourly rate. This in-person role emphasizes client relationships, team collaboration, and compliance with IRS/state requirements, with a pay range and incentive plan rewarding