Seasonal Tax Pro: Client Advisory & Returns

H&R Block, Inc.; Dover-Foxcroft (ME); Presencial; USD 21.000 - 110.000; A tiempo parcial

Descripción de la vacante

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses in a local office.

You will conduct client interviews to understand financial situations and offer personalized recommendations, while delivering empathetic, consultative service and identifying tax savings opportunities. The role emphasizes client relationships, ongoing tax education, and collaboration within a supportive team, with training and competitive pay.

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; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED / equivalent required.

Responsabilidades

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and provide recommendations.
• Build client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and related products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive office environment.

Conocimientos

Communication

Client interviews

IRS requirements

Educación

High school diploma

Bachelor's degree (preferred)

CPA/EA (preferred)

Herramientas

GoSystem

UltraTax

AI tools

Descripción del empleo

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses in a local office.

You will conduct client interviews to understand financial situations and offer personalized recommendations, while delivering empathetic, consultative service and identifying tax savings opportunities. The role emphasizes client relationships, ongoing tax education, and collaboration within a supportive team, with training and competitive pay.