Seasonal Tax Pro & Client Advisory Expert

H&R Block, Inc.; Baldwin (NY); In loco; USD 23.000 - 110.000; Part-time

Descrizione del lavoro

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, while interviewing clients to understand their financial situations and goals. You will advise on tax savings and support clients through IRS notices, all within a collaborative office setting.

You’ll receive thorough training and access to industry-leading tools. This in-person position offers a competitive hourly rate and an incentive plan based on impact and

Competenze

• Knowledge of tax preparation processes and client advisory principles.
• Ability to explain complex tax concepts in clear client-focused terms.
• Familiarity with IRS rules and requirements and continuing education obligations.

Mansioni

• 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

Conoscenze

Tax knowledge

Client interviewing

Communication

Formazione

High school diploma/GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent

Strumenti

GoSystem

UltraTax

Descrizione del lavoro

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, while interviewing clients to understand their financial situations and goals. You will advise on tax savings and support clients through IRS notices, all within a collaborative office setting.

You’ll receive thorough training and access to industry-leading tools. This in-person position offers a competitive hourly rate and an incentive plan based on impact and