Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Jeffersonville (IN); Presencial; USD 28.000 - 41.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Competitive pay

Incentive plan

Training & technology

Descripción de la vacante

H&R Block is seeking a Seasonal Experienced Tax Professional to act as a trusted advisor for clients with complex tax situations. You will prepare accurate returns, interview clients for insights, and offer personalized tax-saving recommendations using leading training and technology.

This role is in-person at a local H&R Block tax office, with a competitive hourly rate and an incentive plan recognizing your impact.

Formación

• 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 / equivalence 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

Communication

Client-facing

Interpersonal skills

Educación

High school diploma / GED

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA) credential

Herramientas

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Descripción del empleo

H&R Block is seeking a Seasonal Experienced Tax Professional to act as a trusted advisor for clients with complex tax situations. You will prepare accurate returns, interview clients for insights, and offer personalized tax-saving recommendations using leading training and technology.

This role is in-person at a local H&R Block tax office, with a competitive hourly rate and an incentive plan recognizing your impact.