Seasonal Tax Pro & Client Advisory Specialist

H&R Block, Inc.; Stayton (OR); Vor Ort; USD 30.000 - 47.000; Vollzeit

Zusammenfassung

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns and guide clients through complex tax situations. You will interview clients, identify savings opportunities, and build lasting relationships, backed by comprehensive training and competitive pay.

This in-person role operates at a local H&R Block tax office. You will provide tax planning, advisory input, and support for notices, while collaborating with colleagues to maintain a high level of

Qualifikationen

• Successful completion of the HR 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; able to explain tax concepts clearly.
• Must complete continuing education and meet IRS and state requirements.
• High school diploma or GED required.

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse and complex situations (individual and business).
• Conduct in-depth client interviews to understand financial situations and provide personalized recommendations.
• Build trusted client relationships and identify tax savings opportunities and HR Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Kenntnisse

Tax preparation

Client advisory

Communication

IRS/state requirements

Ausbildung

Bachelor's degree in accounting

High school diploma

Tools

GoSystem

Ultratax

Jobbeschreibung

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns and guide clients through complex tax situations. You will interview clients, identify savings opportunities, and build lasting relationships, backed by comprehensive training and competitive pay.

This in-person role operates at a local H&R Block tax office. You will provide tax planning, advisory input, and support for notices, while collaborating with colleagues to maintain a high level of