Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block, Inc.; Tuscaloosa (AL); Presencial; USD 25.000 - 33.000; Jornada completa

Descripción de la vacante

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare concise returns for clients with diverse and complex tax situations, including individual and business returns. You will interview clients to uncover life changes and tax implications, then offer personalized recommendations while delivering empathetic, consultative service.

You will build trusted client relationships, identify savings opportunities, and assist with IRS notices and audit guidance as needed, joining 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 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 / equivalent 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

Client-facing experience

Communication skills

Interviewing

Tax concepts

Team collaboration

Educación

High school diploma or equivalent

Bachelor's degree in accounting/finance

CPA or Enrolled Agent

Herramientas

GoSystem

Ultratax

Copilot

ChatGPT

Descripción del empleo

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare concise returns for clients with diverse and complex tax situations, including individual and business returns. You will interview clients to uncover life changes and tax implications, then offer personalized recommendations while delivering empathetic, consultative service.

You will build trusted client relationships, identify savings opportunities, and assist with IRS notices and audit guidance as needed, joining a