Seasonal Tax Pro: Client Advisory & Prep

H&R Block, Inc.; Collinsville (VA); Presencial; USD 18.000 - 110.000; Jornada completa

Descripción de la vacante

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses. You will conduct in-depth client interviews to understand financial situations and offer personalized recommendations, while building trusted relationships and identifying tax savings opportunities.

You’ll provide IRS support and audit guidance as needed, collaborating with team members to maintain a positive, client-focused office environment.

Formación

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, including ability to explain tax concepts to clients
• Must complete continuing education and meet IRS/state requirements
• High school diploma or equivalent required

Responsabilidades

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Build trusted client relationships with empathetic, consultative service and identifying tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance to clients
• Collaborate with team members and contribute to a client-focused office environment

Conocimientos

Client interviewing

Tax knowledge

Communication skills

Explain tax concepts

Educación

Bachelor's degree in accounting

CPA or Enrolled Agent (EA)

Herramientas

GoSystem

UltraTax

Descripción del empleo

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses. You will conduct in-depth client interviews to understand financial situations and offer personalized recommendations, while building trusted relationships and identifying tax savings opportunities.

You’ll provide IRS support and audit guidance as needed, collaborating with team members to maintain a positive, client-focused office environment.