Seasonal Tax Pro - Client Advisory & Returns Expert

H&R Block; Homestead (Allegheny County); Presencial; USD 28 000 - 41 000; Tempo parcial

Resumo da oferta

H&R Block is seeking a seasonal Experienced Tax Professional to assist clients with complex tax situations, preparing complete and accurate returns for individuals and businesses. You will interview clients to understand finances, provide clear recommendations, and build lasting relationships.

This in-person role offers training, a competitive hourly rate, and an incentive plan, with opportunities to grow in tax and financial services within a supportive office environment.

Qualificações

• 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 working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

Responsabilidades

• 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

Conhecimentos

Client communication

Verbal communication

Written communication

Relationship building

Attention to detail

Formação académica

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Ferramentas

GoSystem

UltraTax

AI tools (e.g., Copilot, ChatGPT)

Descrição da oferta de emprego

H&R Block is seeking a seasonal Experienced Tax Professional to assist clients with complex tax situations, preparing complete and accurate returns for individuals and businesses. You will interview clients to understand finances, provide clear recommendations, and build lasting relationships.

This in-person role offers training, a competitive hourly rate, and an incentive plan, with opportunities to grow in tax and financial services within a supportive office environment.