Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block, Inc.; Sturgeon Bay (WI); Presencial; USD 30.000 - 47.000; Jornada completa

Descripción de la vacante

H&R Block is hiring a seasonal Experienced Tax Professional to guide clients through complex tax situations and prepare accurate returns for individuals and businesses.

You will interview clients, provide personalized recommendations, and identify tax savings opportunities while delivering IRS support as needed. This role emphasizes a supportive, client-focused office with strong training and teamwork.

Formación

• Successfully completed the H&R Block Tax Knowledge Assessment or equivalent.
• Minimum 1 year of tax preparation or related experience.
• Experience in client-facing or advisory roles and strong communication skills.
• Must meet IRS/state education requirements and ongoing CE requirements.
• High school diploma or GED is required.

Responsabilidades

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Deliver IRS support, notices, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Conocimientos

Client-facing

Verbal & written communication

Tax knowledge

Interviewing clients

Educación

High school diploma or GED

CPA or Enrolled Agent (EA)

Herramientas

GoSystem

UltraTax

Microsoft Copilot

ChatGPT

Descripción del empleo

H&R Block is hiring a seasonal Experienced Tax Professional to guide clients through complex tax situations and prepare accurate returns for individuals and businesses.

You will interview clients, provide personalized recommendations, and identify tax savings opportunities while delivering IRS support as needed. This role emphasizes a supportive, client-focused office with strong training and teamwork.