Seasonal Tax Pro: Complex Returns & Trusted Advisory

H&R Block

Vanceburg (KY)

On-site

USD 25,000 - 39,000

Part time

27 hours ago

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Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to assist clients with complex returns, both individual and business, in person at a local office. You will interview clients to understand financial situations, provide clear recommendations, and help identify tax savings opportunities.

The role emphasizes building strong client relationships, offering empathetic, consultative service, and leveraging training and technology.

Qualifications

Successful completion of the H&R Block Tax Knowledge Assessment.
Minimum 1 year of experience in tax preparation or related fields including preparing individual and business returns.
Experience in a client-facing or advisory role.

Responsibilities

Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
Conduct in-depth client interviews to understand financial situations and tax implications; provide personalized recommendations.
Build trusted client relationships and identify tax savings opportunities and relevant H&R Block products.
Provide IRS support, tax notice assistance, and audit guidance as needed.
Collaborate with team members to maintain a positive, client-focused office environment.