Seasonal Tax Pro: Complex Returns & Client Guidance

H&R Block, Inc.; Town of Dryden (NY); Presencial; USD 22.000 - 110.000; Jornada completa

Descripción de la vacante

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses in a local office. You will interview clients to understand financial situations and tax implications, then offer personalized recommendations and tax-saving opportunities.

Join a trusted advisor team with industry-leading training and technology. This in-person role offers an incentive plan and competitive hourly pay as you build tax expertise and serve clients in

Formación

• Successful completion of the H&R 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

Tax Knowledge

Client Communication

IRS/State Requirements

High School Diploma

Educación

High school diploma / GED

Bachelor’s degree (preferred)

Herramientas

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Descripción del empleo

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses in a local office. You will interview clients to understand financial situations and tax implications, then offer personalized recommendations and tax-saving opportunities.

Join a trusted advisor team with industry-leading training and technology. This in-person role offers an incentive plan and competitive hourly pay as you build tax expertise and serve clients in