Seasonal Tax Pro & Client Advisory Specialist

H&R Block, Inc.; Lafayette (CO); In loco; USD 21.000 - 110.000; Tempo pieno

Descrizione del lavoro

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations, including individuals and businesses. You will interview clients to understand finances and tax implications, offering clear recommendations and tax-saving opportunities, all while building strong client relationships in an in-person office.

Role emphasizes expertise, client-focused service, and ongoing education with IRS/state requirements, supported by

Competenze

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience in a client facing, consultative, or advisory role.
• Strong verbal and written communication skills; explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma / GED / equivalent.

Mansioni

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

Conoscenze

Client interviews

Tax preparation

Communication

IRS/state requirements

Formazione

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or similar credential

Strumenti

GoSystem

Ultratax

Descrizione del lavoro

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse situations, including individuals and businesses. You will interview clients to understand finances and tax implications, offering clear recommendations and tax-saving opportunities, all while building strong client relationships in an in-person office.

Role emphasizes expertise, client-focused service, and ongoing education with IRS/state requirements, supported by