Seasonal Tax Pro: Client Advisory & Returns

H&R Block, Inc.; Indianola (IA); In loco; USD 25.000 - 39.000; Tempo pieno

Descrizione del lavoro

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations in a local office. You will interview clients to understand finances and provide clear, personalized recommendations, helping uncover savings opportunities and building lasting relationships.

The role emphasizes in-person client collaboration, IRS notice support, and team-based service, supported by extensive training and technology.

Competenze

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Strong ability to interview clients to understand finances and tax implications.
• Must comply with IRS/state requirements and complete continuing education.

Mansioni

• Prepare complete tax returns for individuals and businesses with complex situations.
• Conduct in-depth client interviews to gather information and provide clear recommendations.
• Build trusted client relationships through empathetic, consultative service 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 knowledge

Client interviewing

Communication skills

Advisory skills

Formazione

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA) credential

Strumenti

GoSystem

Ultratax

Descrizione del lavoro

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients with diverse situations in a local office. You will interview clients to understand finances and provide clear, personalized recommendations, helping uncover savings opportunities and building lasting relationships.

The role emphasizes in-person client collaboration, IRS notice support, and team-based service, supported by extensive training and technology.