Seasonal Tax Pro: Earn, Learn & Grow with Clients

H&R Block; Rockford (IL); Vor Ort; USD 21.000 - 110.000; Vollzeit

Zusammenfassung

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will advise clients, uncover savings opportunities, and build lasting relationships with the support of industry-leading training and technology at a local office.

The role emphasizes in-person client service, IRS support, and collaboration within a team to maintain a positive client-focused environment.

Qualifikationen

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in a client-facing, consultative role.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must meet IRS/state continuing education requirements.

Aufgaben

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and implications.
• Build trusted client relationships and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance.
• Collaborate with team and uphold a positive, client-focused environment.

Kenntnisse

Client communication

Consultative/advisory work

Tax knowledge/application

Attention to detail

Experience in tax preparation

Ausbildung

High school diploma / GED

Bachelor's degree in accounting/finance

Tools

GoSystem

Ultratax

AI-powered tools (Copilot/ChatGPT)

Jobbeschreibung

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will advise clients, uncover savings opportunities, and build lasting relationships with the support of industry-leading training and technology at a local office.

The role emphasizes in-person client service, IRS support, and collaboration within a team to maintain a positive client-focused environment.