Seasonal Tax Pro: Client Advisory & Returns Expert

H&R Block, Inc.; Oil City (Venango County); Vor Ort; USD 28.000 - 41.000; Teilzeit

Benefits dieser Stelle

Training & technology

Competitive hourly rate

Incentive plan

Zusammenfassung

H&R Block, Inc. seeks a Seasonal Experienced Tax Professional to prepare complex returns for individuals and businesses in a local office.

You will interview clients to understand financial situations and offer personalized recommendations, aiming to uncover tax savings opportunities and suggest relevant H&R Block products. Successful candidates will possess at least 1 year in tax preparation or related fields, strong communication skills, and the ability to explain tax concepts clearly.

Qualifikationen

• Minimum 1 year of tax preparation experience including individual and business returns.
• Client-facing or advisory experience.
• Ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse and complex 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, notices, and audit guidance as needed.
• Collaborate with team and maintain a positive, client-focused office environment.

Kenntnisse

Client advisory

Interviewing clients

Explain tax concepts

Communication (verbal & written)

Ausbildung

High school diploma / GED

Bachelor’s degree in accounting/finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Tools

GoSystem

UltraTax

AI-powered tools (Copilot, ChatGPT)

Jobbeschreibung

H&R Block, Inc. seeks a Seasonal Experienced Tax Professional to prepare complex returns for individuals and businesses in a local office.

You will interview clients to understand financial situations and offer personalized recommendations, aiming to uncover tax savings opportunities and suggest relevant H&R Block products. Successful candidates will possess at least 1 year in tax preparation or related fields, strong communication skills, and the ability to explain tax concepts clearly.