Seasonal Tax Pro: Complex Returns & Trusted Advisor

H&R Block, Inc.; Mission (TX); Sur place; USD 28 000 - 41 000; Plein temps

Résumé du poste

H&R Block is hiring a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will interview clients, identify tax savings, and provide personalized recommendations using industry-leading training and technology.

The role emphasizes building trusted relationships, offering empathetic, consultative service, and delivering IRS support and audit guidance as needed.

Qualifications

• 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 with ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent

Responsabilités

• 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

Connaissances

Client communication

IRS knowledge

Tax return prep

Advisory skills

Formation

Bachelor’s degree in accounting

CPA or Enrolled Agent

Outils

GoSystem

Ultratax

Description du poste

H&R Block is hiring a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will interview clients, identify tax savings, and provide personalized recommendations using industry-leading training and technology.

The role emphasizes building trusted relationships, offering empathetic, consultative service, and delivering IRS support and audit guidance as needed.