Seasonal Tax Pro & Client Advisory Expert

H&R Block; Appomattox (VA); Sur place; USD 17 000 - 110 000; Temps partiel

Résumé du poste

H&R Block seeks a seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses while interviewing clients to tailor recommendations. You will build trusted relationships, identify savings opportunities, and promote relevant products with the help of strong training and technology.

This role offers a competitive hourly rate and an incentive plan, with opportunities to grow in tax and financial services within a supportive, client-focused office

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent.
• 1 year of experience in tax preparation or related fields.
• Experience in a client-facing, consultative role.
• Ability to explain tax concepts in client-friendly language.

Responsabilités

• Prepare complete, accurate tax returns for diverse and complex situations.
• Conduct in-depth client interviews to understand finances and life changes.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, tax notices help, and audit guidance when needed.
• Collaborate with team members and maintain a positive client-focused office environment.

Connaissances

Strong verbal and writtencommunication

Client-facing experience

Formation

Bachelor's degree in accounting or related field

CPA or Enrolled Agent (EA) credential

Outils

GoSystem

Ultratax

Description du poste

H&R Block seeks a seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses while interviewing clients to tailor recommendations. You will build trusted relationships, identify savings opportunities, and promote relevant products with the help of strong training and technology.

This role offers a competitive hourly rate and an incentive plan, with opportunities to grow in tax and financial services within a supportive, client-focused office