Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block, Inc.; Coweta (OK); Presencial; USD 25.000 - 39.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Competitive hourly rate

Incentive plan

Descripción de la vacante

H&R Block in Oklahoma is seeking a seasonal Experienced Tax Professional to prepare complex tax returns, interview clients, and provide personalized tax guidance in person at a local tax office.

You'll receive industry-leading training, a competitive hourly rate, and an incentive plan that rewards impact as you build tax expertise and serve clients. This in-person role offers meaningful seasonal work and 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 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.

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, life changes, and tax implications — then provide clear, personalized 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

Conocimientos

Client interviews

Tax advisory

Verbal & written communication

IRS/state compliance

In-person client service

Educación

High school diploma or GED

Bachelor’s degree (preferred)

CPA or Enrolled Agent (EA) (preferred)

Herramientas

GoSystem Tax

UltralTax

AI-assisted tools (Copilot/ChatGPT)

Descripción del empleo

H&R Block in Oklahoma is seeking a seasonal Experienced Tax Professional to prepare complex tax returns, interview clients, and provide personalized tax guidance in person at a local tax office.

You'll receive industry-leading training, a competitive hourly rate, and an incentive plan that rewards impact as you build tax expertise and serve clients. This in-person role offers meaningful seasonal work and growth in tax and financial services.