Seasonal Tax Pro - Client Advisory & Returns Expert

H&R Block, Inc.; North Bellmore (NY); Presencial; USD 23.000 - 110.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Competitive pay

Incentive plan

In-person at local office

Descripción de la vacante

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare returns, interview clients, and provide personalized recommendations using our training and technology.

In-person role at a local H&R Block tax office, offering an hourly rate with an incentive plan to reward performance and client impact. If you are looking to grow in tax and financial services, this is the place to start.

Formación

• Minimum 1 year of experience in tax preparation or related field.
• Experience in client-facing advisory role.
• Ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED is required.

Responsabilidades

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews to understand financial situations and implications.
• Provide tax savings opportunities and recommend H&R Block products.
• Offer IRS support and audit guidance when needed.
• Collaborate with team and maintain a client-focused office environment.

Conocimientos

Client-facing communication

Consultative advisory

Tax preparation experience

Interviewing clients

Educación

High school diploma or GED

Bachelor’s degree in accounting/finance (preferred)

CPA or Enrolled Agent (preferred)

Herramientas

GoSystem

Ultratax

Descripción del empleo

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare returns, interview clients, and provide personalized recommendations using our training and technology.

In-person role at a local H&R Block tax office, offering an hourly rate with an incentive plan to reward performance and client impact. If you are looking to grow in tax and financial services, this is the place to start.