Seasonal Tax Pro: Complex Returns & Advisory

H&R Block, Inc.; Virden (IL); Presencial; USD 21.000 - 110.000; A tiempo parcial

Descripción de la vacante

H&R Block, Inc. is seeking an Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct client interviews, and offer personalized recommendations. This in-person role includes leveraging training and technology, with an incentive plan tied to impact as you build tax expertise and serve clients.

The role is seasonal and based in a local H&R Block tax office, with a competitive hourly rate and opportunities for growth in tax and financial services.

Formación

• 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, including explaining tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent required.

Responsabilidades

• 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 and tax implications, then provide clear recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and HR Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to share knowledge and maintain a positive, client-focused office environment.

Conocimientos

Tax knowledge & assessment

Client communication

IRS/state requirements

Attention to detail

Team collaboration

Educación

High school diploma / GED

Bachelor’s degree in accounting/finance

Herramientas

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Descripción del empleo

H&R Block, Inc. is seeking an Experienced Tax Professional to prepare accurate returns for individuals and businesses, conduct client interviews, and offer personalized recommendations. This in-person role includes leveraging training and technology, with an incentive plan tied to impact as you build tax expertise and serve clients.

The role is seasonal and based in a local H&R Block tax office, with a competitive hourly rate and opportunities for growth in tax and financial services.