Seasonal Tax Pro: Client Advisory & Returns

H&R Block, Inc.

Augusta (GA)

In loco

USD 25.000 - 39.000

Part-time

14 giorni+

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Descrizione del lavoro

H&R Block is seeking an Experienced Tax Professional for the seasonal period to help clients navigate complex tax situations. This in-person role at a local tax office involves preparing accurate returns for individuals and businesses, interviewing clients to understand finances, and offering personalized recommendations to maximize savings, supported by industry-leading training and tools.

You will build trusted client relationships, provide IRS support and audit guidance as needed, and

Competenze

  • Successful completion of the HR Block Tax Knowledge Assessment.
  • Minimum 1 year of experience in tax preparation or related fields.
  • Experience in client-facing, consultative, or advisory role.
  • Must complete continuing education and meet IRS/state requirements.
  • High school diploma or GED is required.

Mansioni

  • Prepare complete, accurate tax returns for clients with diverse tax situations.
  • Conduct in-depth client interviews to understand finances and tax implications.
  • Provide personalized recommendations and identify tax savings opportunities.
  • Provide IRS support, tax notice assistance, and audit guidance as needed.
  • Collaborate with team members to maintain a positive, client-focused office environment.

Conoscenze

Tax preparation
Client communication
IRS/state compliance
Attention to detail
Adaptability
Continued education

Formazione

High school diploma or GED
Bachelor’s degree in accounting/finance (preferred)

Strumenti

GoSystem
Ultratax
AI tools (Copilot/ChatGPT)

Descrizione del lavoro

H&R Block is seeking an Experienced Tax Professional for the seasonal period to help clients navigate complex tax situations. This in-person role at a local tax office involves preparing accurate returns for individuals and businesses, interviewing clients to understand finances, and offering personalized recommendations to maximize savings, supported by industry-leading training and tools.

You will build trusted client relationships, provide IRS support and audit guidance as needed, and

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