Seasonal Tax Pro: Client Advisory & Returns

H&R Block, Inc.; Ransomville (NY); In loco; USD 22.000 - 110.000; Tempo pieno

Descrizione del lavoro

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients in person at a local tax office. You will interview clients to understand their financial situations and provide tailored recommendations, while building lasting relationships and offering savings opportunities.

Role emphasizes client-focused service, IRS support, and collaboration with the team. Training and technology support accompany a competitive hourly rate and incentive plan as

Competenze

• High school diploma or equivalent required.
• 1+ year of experience in tax preparation or related field.
• Experience in client-facing, consultative, or advisory roles.
• Strong verbal and written communication skills; able to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.

Mansioni

• 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

Conoscenze

Client-facing

Tax preparation

Verbal communication

Written communication

Formazione

High school diploma/GED

Bachelor's degree in accounting/finance

CPA or EA credential

Strumenti

GoSystem

UltraTax software

AI-powered tools (Copilot, ChatGPT)

Descrizione del lavoro

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns and advise clients in person at a local tax office. You will interview clients to understand their financial situations and provide tailored recommendations, while building lasting relationships and offering savings opportunities.

Role emphasizes client-focused service, IRS support, and collaboration with the team. Training and technology support accompany a competitive hourly rate and incentive plan as