Seasonal Tax Pro: Complex Returns & Trusted Client Advisory

H&R Block, Inc.; Thatcher (AZ); Presencial; USD 28.000 - 39.000; Jornada completa

Descripción de la vacante

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individual and business returns.

You will conduct in-depth client interviews to understand financial situations and provide personalized recommendations, building trusted relationships and offering tax-saving opportunities and relevant H&R Block products.

Formación

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields including individual and business returns
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication; explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED required

Responsabilidades

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, incl. individual and business returns
• Conduct in-depth client interviews to understand financial situations and tax implications and 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 and maintain a positive, client-focused office environment

Conocimientos

Tax knowledge assessment

Client communication

IRS continuing education

Educación

Bachelor's degree in accounting or finance

CPA or Enrolled Agent (EA) / IRS Circular 230 credential

Herramientas

GoSystem

UltraTAX

Descripción del empleo

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individual and business returns.

You will conduct in-depth client interviews to understand financial situations and provide personalized recommendations, building trusted relationships and offering tax-saving opportunities and relevant H&R Block products.