Seasonal Tax Pro - Consultative Prep & Client Impact

H&R Block, Inc.; Diamond Springs (CA); Presencial; USD 22 000 - 110 000; Tempo parcial

Resumo da oferta

H&R Block, Inc. seeks an Experienced Tax Professional for the tax season. You will prepare complex returns for individuals and businesses, interview clients to understand finances, and offer personalized tax-saving recommendations.

The role emphasizes client relationships and leveraging Block tools to support tax planning. Work is in-person at a local H&R Block tax office; strong communication and IRS knowledge are essential.

Qualificações

• Must complete Tax Knowledge Assessment or Enrollment
• At least 1 year of tax prep or related experience
• Experience in client-facing/advisory roles
• Strong written and verbal communication to explain tax concepts
• Meet IRS/state requirements and continuing education
• High school diploma or equivalent

Responsabilidades

• Prepare complete tax returns for individuals and businesses
• Conduct client interviews to assess financial situations and implications
• Identify tax savings opportunities and promote Block products
• Provide IRS support and audit guidance
• Collaborate with team to maintain a client-focused office

Conhecimentos

Tax preparation

IRS knowledge

Client communication

Consultative advisory

Software proficiency

Formação académica

High school diploma / GED

Bachelor’s degree (preferred)

Ferramentas

GoSystem

UltrasTax

AI-powered tools (Copilot, ChatGPT)

Descrição da oferta de emprego

H&R Block, Inc. seeks an Experienced Tax Professional for the tax season. You will prepare complex returns for individuals and businesses, interview clients to understand finances, and offer personalized tax-saving recommendations.

The role emphasizes client relationships and leveraging Block tools to support tax planning. Work is in-person at a local H&R Block tax office; strong communication and IRS knowledge are essential.