Seasonal Tax Pro & Client Advisor

H&R Block, Inc.; Wauseon (OH); Vor Ort; USD 25.000 - 39.000; Teilzeit

Zusammenfassung

H&R Block, Inc. seeks an experienced Tax Professional to prepare complex tax returns and advise clients in-person at a local tax office.

You will conduct client interviews, uncover savings opportunities, and deliver personalized recommendations with the help of leading training and technology. This seasonal role emphasizes client service and tax expertise, with an incentive plan for performance.

Qualifikationen

• Successful completion of the H&R Block Tax Knowledge Assessment 1
• 1+ year experience in tax prep, accounting, finance, or bookkeeping
• Experience in a client-facing or advisory role
• Strong verbal and written communication; explain tax concepts clearly
• Must complete continuing education and IRS/state requirements
• High school diploma or GED or equivalent

Aufgaben

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

Kenntnisse

Tax knowledge

Tax preparation

Client-facing

Communication

Education requirements

Continuing education

High school diploma

Ausbildung

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Jobbeschreibung

H&R Block, Inc. seeks an experienced Tax Professional to prepare complex tax returns and advise clients in-person at a local tax office.

You will conduct client interviews, uncover savings opportunities, and deliver personalized recommendations with the help of leading training and technology. This seasonal role emphasizes client service and tax expertise, with an incentive plan for performance.