Seasonal Tax Pro & Client Advisor (In-Person)

H&R Block, Inc.; Mount Vernon (IN); Presencial; USD 25.000 - 47.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Incentive plan

Competitive hourly rate

In-person at local office

Descripción de la vacante

H&R Block is seeking a seasonal Experienced Tax Professional to prepare returns for clients with complex tax situations and to provide consultative guidance in person at a local tax office in Indiana. You will interview clients, identify savings opportunities, and deliver personalized recommendations while building lasting relationships.

The role offers industry-leading training, access to advanced tax software, and an incentive plan based on impact and performance as you grow in tax and

Formación

• 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

Responsabilidades

• 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

Conocimientos

Tax preparation

Client interviews

IRS knowledge

Communication skills

Attention to detail

Educación

High school diploma / GED / equivalent

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA) credential

Herramientas

GoSystem

Ultratax

Copilot

ChatGPT

Descripción del empleo

H&R Block is seeking a seasonal Experienced Tax Professional to prepare returns for clients with complex tax situations and to provide consultative guidance in person at a local tax office in Indiana. You will interview clients, identify savings opportunities, and deliver personalized recommendations while building lasting relationships.

The role offers industry-leading training, access to advanced tax software, and an incentive plan based on impact and performance as you grow in tax and