Seasonal Tax Pro — Client Advisory & Returns

H&R Block, Inc.; Center Moriches (NY); In loco; USD 23.000 - 110.000; Tempo pieno

Descrizione del lavoro

H&R Block in the United States is seeking a Seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses. You will interview clients to understand their financial situations and provide clear, personalized recommendations for tax savings, supported by training and technology.

The role emphasizes in-person service at a local H&R Block tax office, with a competitive hourly rate and an incentive plan based on impact and accuracy.

Competenze

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

Mansioni

• 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.
• Provide personalized recommendations and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a client-focused office environment.

Conoscenze

Client interviewing

Communication

Explain tax concepts clearly

IRS/state compliance awareness

Continued education compliance

Team collaboration

Formazione

High school diploma / GED

Bachelor’s degree in accounting / related field

CPA or Enrolled Agent (EA) credential

Strumenti

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Descrizione del lavoro

H&R Block in the United States is seeking a Seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses. You will interview clients to understand their financial situations and provide clear, personalized recommendations for tax savings, supported by training and technology.

The role emphasizes in-person service at a local H&R Block tax office, with a competitive hourly rate and an incentive plan based on impact and accuracy.