Seasonal Tax Pro: Client Advisory & Returns Expert

H&R Block; Northport (AL); Vor Ort; USD 25.000 - 39.000; Teilzeit

Benefits dieser Stelle

Competitive hourly rate

Zusammenfassung

H&R Block is hiring a seasonal Experienced Tax Professional to prepare returns for individuals and businesses, interview clients, and uncover savings opportunities. You’ll deliver empathetic, consultative service, while leveraging training and technology to build lasting client relationships.

This in-person role emphasizes accuracy, compliance, and teamwork. Candidates should have tax experience and relevant credentials, with an emphasis on client-facing advisory skills and the ability to

Qualifikationen

• 1 year of tax preparation or related experience required.
• Interviews clients to assess tax situations and needs.
• Must meet IRS/state continuing education requirements.
• Familiarity with tax software and filings.

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse and complex situations, including individuals and businesses.
• Conduct in-depth client interviews to understand financials and tax implications.
• Identify tax savings opportunities and offer personalized recommendations.
• Provide IRS support, notice assistance, and audit guidance as needed.
• Collaborate with team and contribute to a positive client-focused office.

Kenntnisse

Tax preparation experience

Client interviewing

Communication skills

IRS/state requirements knowledge

Explain tax concepts clearly

Ausbildung

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS credential

High school diploma / GED / equivalent

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Jobbeschreibung

H&R Block is hiring a seasonal Experienced Tax Professional to prepare returns for individuals and businesses, interview clients, and uncover savings opportunities. You’ll deliver empathetic, consultative service, while leveraging training and technology to build lasting client relationships.

This in-person role emphasizes accuracy, compliance, and teamwork. Candidates should have tax experience and relevant credentials, with an emphasis on client-facing advisory skills and the ability to