Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Jefferson (WI); Presencial; USD 34.000 - 55.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive pay

Incentive plan

Descripción de la vacante

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete tax returns for clients with complex situations in a local office environment.

You will interview clients, provide personalized tax recommendations, and identify savings opportunities while delivering empathetic, consultative service under strong training and technology support. This in-person role emphasizes client relationships, accuracy, and collaboration with a supportive team creating a positive office

Formación

• 1+ year of tax preparation, accounting, finance, or bookkeeping experience, including individual/business returns
• Experience in a client-facing, consultative, or advisory role
• High school diploma or equivalent required; continuing education and IRS/state requirements must be met

Responsabilidades

• Prepare complete, accurate tax returns for diverse and complex situations
• Conduct in-depth client interviews to understand financials and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Provide IRS support and audit guidance as needed
• Collaborate with team to maintain a positive client-focused office environment

Conocimientos

Client-facing experience

Strong communication

IRS/state requirements

Educación

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

Herramientas

GoSystem

UltrasTax/Ultratax

AI-powered tools (Copilot, ChatGPT)

Descripción del empleo

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete tax returns for clients with complex situations in a local office environment.

You will interview clients, provide personalized tax recommendations, and identify savings opportunities while delivering empathetic, consultative service under strong training and technology support. This in-person role emphasizes client relationships, accuracy, and collaboration with a supportive team creating a positive office