Seasonal Tax Pro: Complex Returns & Client Advisory

H&R Block; Yazoo City (MS); Sur place; USD 25 000 - 39 000; Temps partiel

Résumé du poste

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses. You will interview clients, identify tax savings opportunities, and provide clear recommendations backed by training and technology.

In-person at a local H&R Block tax office. The role emphasizes building trusted client relationships, offering IRS support, and collaborating with the team to maintain a positive office environment while delivering empathetic, consultative

Qualifications

• Successful completion of HR Block Tax Knowledge Assessment or equivalent.
• Minimum 1 year of experience in tax preparation or related fields, including individual and business returns.
• Experience in client-facing, consultative, or advisory roles.
• Strong verbal and written communication with ability to explain tax concepts clearly.
• Must comply with continuing education and IRS/state requirements.
• High school diploma or GED required.

Responsabilités

• 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 tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team and maintain a client-focused office environment.

Connaissances

Client-facing experience

Communication skills

IRS and continuing education

Formation

High school diploma / GED

Bachelor’s degree in accounting or related field

CPA or EA preferred

Outils

GoSystem Tax

UltraTax

AI tools (Copilot, ChatGPT)

Description du poste

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses. You will interview clients, identify tax savings opportunities, and provide clear recommendations backed by training and technology.

In-person at a local H&R Block tax office. The role emphasizes building trusted client relationships, offering IRS support, and collaborating with the team to maintain a positive office environment while delivering empathetic, consultative