Seasonal Tax Pro: Client Advisory & Returns

H&R Block; Maryville (TN); Presencial; USD 17.000 - 31.000; Jornada completa

Descripción de la vacante

H&R Block is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns, interview clients, and offer personalized recommendations while leveraging industry-leading training and technology.

The role offers an in-person work setting at a local H&R Block office, with a competitive hourly rate and incentive plan that rewards impact as you build tax expertise and serve clients.

Formación

• High school diploma or equivalent required.
• 1 year of tax prep, accounting, finance, or bookkeeping experience including individual and business returns.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.

Responsabilidades

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations (individual and business).
• Conduct in-depth client interviews to understand financials, life changes, and tax implications; provide personalized recommendations.
• Build trusted client relationships; identify tax savings opportunities and relevant H&R Block products.
• Provide IRS support, tax notices, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Conocimientos

Tax knowledge

Client interviewing

Communication

Consultative service

Educación

High school diploma / GED

Bachelor’s degree (preferred)

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. You will prepare accurate returns, interview clients, and offer personalized recommendations while leveraging industry-leading training and technology.

The role offers an in-person work setting at a local H&R Block office, with a competitive hourly rate and incentive plan that rewards impact as you build tax expertise and serve clients.