Seasonal Tax Pro & Client Advisor - Expert Returns

H&R Block, Inc.; Blue Ridge (GA); Presencial; USD 28 000 - 55 000; Tempo parcial

Resumo da oferta

H&R Block, Inc. is seeking an Experienced Tax Professional for the season. You will prepare tax returns for individuals and businesses, conduct client interviews, and deliver personalized recommendations, backed by our training and technology.

This is an in-person role at a local tax office. You will build trusted client relationships, identify tax savings opportunities, support clients with notices, and collaborate with the team in a positive office environment.

Qualificações

• Minimum 1 year of tax preparation or related experience.
• Experience in client-facing advisory roles.
• Must complete continuing education and IRS/state requirements.

Responsabilidades

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to assess financial situations and implications.
• Identify tax savings opportunities and cross-sell H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance.
• Collaborate with team to maintain a positive client-focused office.

Conhecimentos

Client advisory

Communication skills

IRS/state knowledge

Formação académica

High school diploma

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Ferramentas

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Descrição da oferta de emprego

H&R Block, Inc. is seeking an Experienced Tax Professional for the season. You will prepare tax returns for individuals and businesses, conduct client interviews, and deliver personalized recommendations, backed by our training and technology.

This is an in-person role at a local tax office. You will build trusted client relationships, identify tax savings opportunities, support clients with notices, and collaborate with the team in a positive office environment.