Seasonal Tax Pro — Client Advisory & Returns

H&R Block, Inc.; Town of Fishkill (NY); Presencial; USD 22.000 - 110.000; Jornada completa

Descripción de la vacante

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses, conduct client interviews, and identify tax savings opportunities at a local office.

This in-person role emphasizes client advisory service, IRS support, and teamwork, backed by training and an incentive plan. Ideal candidates have tax experience, strong communication, and meet education requirements.

Formación

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills
• Must complete continuing education and meet IRS and state requirements
• High school diploma / GED / equivalent

Responsabilidades

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations
• Conduct in-depth client interviews to understand finances and tax implications; provide personalized recommendations
• Build trusted client relationships and identify tax savings opportunities and products
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members and contribute to a positive office environment

Conocimientos

Client communication

Interviewing clients

Tax knowledge

Advisory skills

Educación

High school diploma or equivalent

Bachelor's degree (preferred)

Herramientas

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Descripción del empleo

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for individuals and businesses, conduct client interviews, and identify tax savings opportunities at a local office.

This in-person role emphasizes client advisory service, IRS support, and teamwork, backed by training and an incentive plan. Ideal candidates have tax experience, strong communication, and meet education requirements.