Seasonal Tax Pro: Client Advisory & Savings

H&R Block; Canton (GA); Vor Ort; USD 28.000 - 39.000; Teilzeit

Zusammenfassung

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

The role is in-person at a local H&R Block tax office, with an emphasis on delivering empathetic service and building lasting client relationships, while benefiting from an incentive plan tied to impact and expertise development.

Qualifikationen

• 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in client-facing, consultative or advisory roles
• Ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet IRS/state requirements
• H&R Block Tax Knowledge Assessment completion

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse situations
• Conduct client interviews to understand finances and tax implications
• Provide personalized recommendations and tax savings opportunities
• Offer IRS support, notices, and audit guidance as needed
• Collaborate with team to maintain a positive client-focused office environment

Kenntnisse

Client communication

Advisory mindset

Explain tax concepts

Ausbildung

Bachelor’s degree in accounting/finance or related field

High school diploma / GED / equivalent

Tools

GoSystem

Ultriax

AI tools (Copilot, ChatGPT)

Jobbeschreibung

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

The role is in-person at a local H&R Block tax office, with an emphasis on delivering empathetic service and building lasting client relationships, while benefiting from an incentive plan tied to impact and expertise development.