Seasonal Tax Pro: Client-Focused, Competitive Pay

H&R Block, Inc.; Daly City (CA); Presencial; USD 25.000 - 110.000; Jornada completa

Descripción de la vacante

H&R Block, Inc. is seeking aSeasonal Experienced Tax Professional to prepare accurate returns and help clients navigate complex tax situations at a local in-person office in Daly City, CA.

You will interview clients to understand life changes and financial situations, offering personalized recommendations and identifying tax savings opportunities. The role emphasizes client-focused service, training support, and an incentive plan based on performance.

Formación

• Successful completion of HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Client-facing or advisory experience in tax context.
• Ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Responsabilidades

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Deliver IRS support, tax notice assistance, and audit guidance when needed.
• Collaborate with team members to maintain a positive client-focused office environment.

Conocimientos

Client-facing

Tax knowledge

Strong communication

Attention to detail

Educación

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Herramientas

GoSystem

UltraTax

AI tools (Copilot/ChatGPT)

Descripción del empleo

H&R Block, Inc. is seeking aSeasonal Experienced Tax Professional to prepare accurate returns and help clients navigate complex tax situations at a local in-person office in Daly City, CA.

You will interview clients to understand life changes and financial situations, offering personalized recommendations and identifying tax savings opportunities. The role emphasizes client-focused service, training support, and an incentive plan based on performance.