Seasonal Tax Pro: Complex Returns & Trusted Advisory

H&R Block, Inc.; Princeton (KY); Vor Ort; USD 25.000 - 39.000; Vollzeit

Zusammenfassung

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare complete and accurate returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations backed by training and technology.

This in-person role offers an incentive plan and a competitive hourly rate, with a path to grow in tax and financial services.

Qualifikationen

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related fields.
• Experience in client-facing, consultative roles.
• Strong communication skills to explain tax concepts clearly.
• Must meet IRS/state continuing education requirements and licenses.
• High school diploma or GED required.

Aufgaben

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and changes.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, tax notice assistance, and audit guidance when needed.
• Collaborate with team and contribute to a positive office environment.

Kenntnisse

Tax knowledge assessment

Tax preparation

Client interviewing

Communication skills

IRS/state requirements

Ausbildung

Bachelor’s degree

Tools

GoSystem

Ultratax

CPA or EA credential

Jobbeschreibung

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare complete and accurate returns for individuals and businesses, conduct in-depth client interviews, and provide personalized recommendations backed by training and technology.

This in-person role offers an incentive plan and a competitive hourly rate, with a path to grow in tax and financial services.