Seasonal Tax Pro & Client Advisory Expert

H&R Block, Inc.; Phoenix (AZ); On-site; USD 30,000 - 47,000; Part time

Job summary

H&R Block, Inc. in Phoenix is seeking a seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses, conducting client interviews to understand financial situations and tax implications, and identifying tax savings opportunities using our training and technology.

You will build trusted client relationships by delivering empathetic, consultative service, provide IRS support and audit guidance, and collaborate with a team to maintain a positive,

Qualifications

• Must complete the H&R Block Tax Knowledge Assessment
• At least 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
• High school diploma / GED / equivalent required

Responsibilities

• 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

Skills

Communication skills

Client interviews

Education

High school diploma / GED / equivalent

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

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Job description

H&R Block, Inc. in Phoenix is seeking a seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses, conducting client interviews to understand financial situations and tax implications, and identifying tax savings opportunities using our training and technology.

You will build trusted client relationships by delivering empathetic, consultative service, provide IRS support and audit guidance, and collaborate with a team to maintain a positive,