Seasonal Tax Pro: Client Advisory & Returns

H&R Block, Inc.; Elba (AL); Presencial; USD 21.000 - 34.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Competitive hourly rate

Incentive plan

In-person work at local office

Descripción de la vacante

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and build lasting relationships. You will prepare accurate returns, uncover savings opportunities, and be supported by industry-leading training and technology, all while delivering empathetic, consultative service in person at a local H&R Block office.

You will interview clients to understand financial life changes, explain tax concepts clearly, and guide them on applicable products and

Formación

• Successful completion of the HR 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.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED / equivalent.

Responsabilidades

• 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 relevant H&R 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.

Conocimientos

Tax knowledge assessment

Tax preparation experience

Client-facing experience

Communication skills

Educación

High school diploma / GED / equivalent

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent (EA)

Herramientas

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Descripción del empleo

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and build lasting relationships. You will prepare accurate returns, uncover savings opportunities, and be supported by industry-leading training and technology, all while delivering empathetic, consultative service in person at a local H&R Block office.

You will interview clients to understand financial life changes, explain tax concepts clearly, and guide them on applicable products and