Seasonal Tax Pro: Client Advisory & Returns Expert

H&R Block; Norfolk (VA); Vor Ort; USD 18.000 - 110.000; Vollzeit

Benefits dieser Stelle

Medical and prescription drug coverage

401(k) Plan

Employee Assistance Program

Fitness center programs

Associate discount program

Business Travel Accident Insurance

Associate Tax Prep benefit

Zusammenfassung

H&R Block in Norfolk, VA is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns for individuals and businesses.

You’ll conduct client interviews, offer personalized recommendations, and identify tax savings opportunities while delivering empathetic, consultative service in a supportive office environment. Training and technology support you as you build tax expertise and serve clients, with an incentive plan tied to impact.

Qualifikationen

• High school diploma or GED required.
• 1 year of experience in tax preparation or related field including preparing individual and business returns.
• Experience in client-facing, consultative, or advisory roles.
• Strong verbal and written communication; able to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.

Aufgaben

• Prepare complete, accurate tax returns for diverse client situations, including individual and business returns.
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications; provide clear 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.

Kenntnisse

Client interviewing

Tax knowledge

Communication skills

IRS/regulatory understanding

Ausbildung

High school diploma / GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Jobbeschreibung

H&R Block in Norfolk, VA is seeking a Seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns for individuals and businesses.

You’ll conduct client interviews, offer personalized recommendations, and identify tax savings opportunities while delivering empathetic, consultative service in a supportive office environment. Training and technology support you as you build tax expertise and serve clients, with an incentive plan tied to impact.