Seasonal Tax Pro: Client Advisor & Returns Expert

H&R Block, Inc.; Shepherdsville (KY); On-site; USD 18,000 - 26,000; Full time

Benefits offered by this job

Incentive plan

Seasonal work

Job summary

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses in-person at a local office in Kentucky.

You will interview clients to understand their financial situation, identify tax implications, and provide personalized recommendations. The role includes offering tax savings opportunities and using GoSystem and Ultratax, with an incentive plan based on performance.

Qualifications

• Experience in tax preparation for individuals and businesses.
• Client-focused advisory or consultative role.
• Ability to explain tax concepts in client-friendly language.

Responsibilities

• Prepare accurate tax returns for individuals and businesses with complex situations.
• Conduct client interviews to understand financials and tax implications.
• Offer tax savings opportunities and product recommendations.
• Provide IRS support and audit guidance as needed.
• Collaborate with team to maintain a positive office environment.

Skills

Client-facing experience

Tax knowledge

Communication skills

IRS/state requirements

Education

High school diploma or GED

Bachelor’s degree in accounting/finance (preferred)

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Job description

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses in-person at a local office in Kentucky.

You will interview clients to understand their financial situation, identify tax implications, and provide personalized recommendations. The role includes offering tax savings opportunities and using GoSystem and Ultratax, with an incentive plan based on performance.