Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Stamford (CT); Vor Ort; USD 28.000 - 50.000; Vollzeit

Zusammenfassung

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations.

You will interview clients to assess finances and provide personalized tax recommendations, while identifying saving opportunities and offering relevant Block products. This in-person role at a local Block tax office emphasizes client-driven service, strong communication, and teamwork as you build tax expertise and serve clients throughout the

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.

Kenntnisse

Tax knowledge

Client service

Communication

IRS rules

Ausbildung

High school diploma / GED

Tools

GoSystem

Ultratax

Jobbeschreibung

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations.

You will interview clients to assess finances and provide personalized tax recommendations, while identifying saving opportunities and offering relevant Block products. This in-person role at a local Block tax office emphasizes client-driven service, strong communication, and teamwork as you build tax expertise and serve clients throughout the