Seasonal Tax Pro & Client Advisory Expert

H&R Block

Westlake (OH)

In loco

USD 25.000 - 36.000

Tempo pieno

14 giorni+

Una candidatura completa in un minuto

Curriculum e lettera di presentazione personalizzati, pronti da inviare.

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Descrizione del lavoro

H&R Block is seeking a Seasonal Experienced Tax Professional to act as a trusted advisor, preparing accurate tax returns for individuals and businesses while offering personalized recommendations. You'll work with clients to understand financial changes and tax implications, building lasting relationships through empathetic, consultative service.

Join a program supported by extensive training and technology, with a competitive hourly rate and incentive plan that rewards impact as you grow in

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 in a client-facing, consultative, or advisory role.
  • Strong verbal and written communication skills; ability to explain tax concepts in client-friendly language.
  • Must complete continuing education and meet all IRS and 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 HR 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 Assessment
Tax preparation experience
Client facing experience
Communication skills
Continuing education compliance

Formazione

High school diploma / GED / equivalent
Bachelor's degree in accounting / related field
CPA / EA / IRS Circular 230 credential

Strumenti

GoSystem
Ultratax

Descrizione del lavoro

H&R Block is seeking a Seasonal Experienced Tax Professional to act as a trusted advisor, preparing accurate tax returns for individuals and businesses while offering personalized recommendations. You'll work with clients to understand financial changes and tax implications, building lasting relationships through empathetic, consultative service.

Join a program supported by extensive training and technology, with a competitive hourly rate and incentive plan that rewards impact as you grow in

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