Seasonal Tax Pro & Client Advisory Expert

H&R Block; Colorado Springs (CO); In loco; USD 21.000 - 110.000; Tempo pieno

Descrizione del lavoro

H&R Block is seeking a seasonal Experienced Tax Professional in Colorado Springs to prepare complete and accurate tax returns for clients with diverse and complex situations. You will interview clients to understand their finances and provide personalized recommendations, building trusted relationships through empathetic, consultative service.

You’ll leverage industry-leading training and technology, with a competitive hourly rate and incentive plan that rewards your impact as you grow your

Competenze

• 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

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

Formazione

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or a related field

Strumenti

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Descrizione del lavoro

H&R Block is seeking a seasonal Experienced Tax Professional in Colorado Springs to prepare complete and accurate tax returns for clients with diverse and complex situations. You will interview clients to understand their finances and provide personalized recommendations, building trusted relationships through empathetic, consultative service.

You’ll leverage industry-leading training and technology, with a competitive hourly rate and incentive plan that rewards your impact as you grow your