Seasonal Tax Pro: Client Advisory & Returns

H&R Block, Inc.; Lake Park (GA); Presencial; USD 22.000 - 33.000; A tiempo parcial

Descripción de la vacante

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare comprehensive tax returns for individuals and businesses. You will interview clients to understand their financial situations, provide personalized recommendations, and identify tax savings opportunities while leveraging training and technology.

The role emphasizes in-person service at a local H&R Block tax office, with an incentive plan tied to impact and performance as you build tax expertise and client relationships.

Formación

• 1+ year of tax preparation or related experience
• Strong verbal and written communication skills
• Must meet continuing education and IRS/state requirements
• High school diploma or GED required
• Bachelor’s degree preferred in accounting, finance, or related field

Responsabilidades

• Prepare complete, accurate tax returns for clients with diverse tax situations (individual and business)
• Conduct client interviews to understand financial situations and tax implications
• Provide advice on tax savings opportunities and products
• Offer IRS support, tax notice assistance, and audit guidance when needed
• Collaborate with team and maintain a client-focused office environment

Conocimientos

Customer service

Communication

Tax knowledge

IRS/state requirements

Client interviews

Educación

High school diploma or GED

Bachelor’s degree in accounting or related field

CPA / EA preferred

Herramientas

GoSystem

Ultratax

Descripción del empleo

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare comprehensive tax returns for individuals and businesses. You will interview clients to understand their financial situations, provide personalized recommendations, and identify tax savings opportunities while leveraging training and technology.

The role emphasizes in-person service at a local H&R Block tax office, with an incentive plan tied to impact and performance as you build tax expertise and client relationships.