Seasonal Tax Pro: Client-Focused Advisor

H&R Block, Inc.; Truth or Consequences (NM); Vor Ort; USD 28.000 - 41.000; Teilzeit

Benefits dieser Stelle

Training program

Incentive plan

Competitive hourly rate

Zusammenfassung

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses. You will conduct in-depth client interviews to understand financial situations and tax implications, then provide clear, personalized recommendations.

You will build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products.

Qualifikationen

• 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 working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

Aufgaben

• Prepare complete tax returns for individuals and businesses
• Conduct in-depth client interviews to assess financial situations and tax implications
• 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

Kenntnisse

Tax knowledge

Client interviewing

IRS guidance

Communication

Attention to detail

Team collaboration

Ausbildung

Bachelor’s degree in accounting, finance or related field

High school diploma / GED / equivalent

Jobbeschreibung

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses. You will conduct in-depth client interviews to understand financial situations and tax implications, then provide clear, personalized recommendations.

You will build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products.