Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block, Inc.; Rugby (ND); Presencial; USD 32.000 - 60.000; A tiempo parcial

Descripción de la vacante

H&R Block in Rugby, ND is seeking a seasonal Experienced Tax Professional to prepare tax returns, interview clients, and advise on tax implications. You will deliver personalized recommendations, build lasting client relationships, and leverage training and technology to maximize client savings opportunities.

This is an in-person role at a local H&R Block tax office. The position emphasizes client-facing service, accurate returns, and collaboration with the office team to maintain a positive

Formación

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Successful completion of the H&R Block Tax Knowledge Assessment
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all IRS/state requirements
• Experience in a client-facing, consultative, or advisory role

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

Tax preparation

Client communication

IRS/state compliance

Attention to detail

Educación

High school diploma / GED

Bachelor's degree in accounting or related field

Herramientas

GoSystem

UltraTax

Descripción del empleo

H&R Block in Rugby, ND is seeking a seasonal Experienced Tax Professional to prepare tax returns, interview clients, and advise on tax implications. You will deliver personalized recommendations, build lasting client relationships, and leverage training and technology to maximize client savings opportunities.

This is an in-person role at a local H&R Block tax office. The position emphasizes client-facing service, accurate returns, and collaboration with the office team to maintain a positive