Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block, Inc.; Summersville (WV); Vor Ort; USD 30.000 - 47.000; Teilzeit

Zusammenfassung

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients, interview to understand financial situations, and provide personalized tax-saving recommendations. This in-person role emphasizes client-focused service and collaboration within a local tax office.

The position offers industry-leading training, access to GoSystem/UltraTax, and opportunities to grow in tax and financial services with competitive hourly pay and an incentive plan.

Qualifikationen

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related field
• Experience in a client-facing, consultative role
• Ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED required

Aufgaben

• Prepare complete, accurate tax returns for clients
• Conduct in-depth client interviews to understand financial situations
• Provide personalized recommendations and tax savings opportunities
• Offer IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team and contribute to a client-focused office environment

Kenntnisse

Client-facing

Communication

IRS knowledge

Ausbildung

High school diploma or GED

Bachelor’s degree preferred

Tools

GoSystem

UltraTax

Jobbeschreibung

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for clients, interview to understand financial situations, and provide personalized tax-saving recommendations. This in-person role emphasizes client-focused service and collaboration within a local tax office.

The position offers industry-leading training, access to GoSystem/UltraTax, and opportunities to grow in tax and financial services with competitive hourly pay and an incentive plan.