Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block, Inc.; Portland (TX); Presencial; USD 34.000 - 55.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive pay

Comprehensive benefits

Support for life both in and outside o

Descripción de la vacante

H&R Block is seeking a seasonal Experienced Tax Professional to serve clients in-person at a local tax office. You will prepare complete, accurate tax returns for individuals and businesses, and conduct client interviews to understand financial situations and tax implications.

You will deliver personalized recommendations, identify tax savings opportunities, and build trusted client relationships. You will provide IRS support and audit guidance as needed, collaborating with teammates in a

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 the ability to explain tax concepts clearly to clients.
• Must complete continuing education and meet all IRS/state requirements.
• High school diploma or GED or equivalent.

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 HR 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 skills

Client relationship

Educación

High School Diploma or GED

Bachelor’s degree in accounting, finance or related field

Herramientas

GoSystem

Ultratax

Descripción del empleo

H&R Block is seeking a seasonal Experienced Tax Professional to serve clients in-person at a local tax office. You will prepare complete, accurate tax returns for individuals and businesses, and conduct client interviews to understand financial situations and tax implications.

You will deliver personalized recommendations, identify tax savings opportunities, and build trusted client relationships. You will provide IRS support and audit guidance as needed, collaborating with teammates in a