Seasonal Tax Pro: Expert Advice & Client Impact

H&R Block; Memphis (TN); Vor Ort; USD 30.000 - 47.000; Vollzeit

Benefits dieser Stelle

Competitive pay

Incentive plan

Industry-leading training & technology

Zusammenfassung

H&R Block in Memphis, TN is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities, backed by industry-leading training and technology.

You will interview clients, provide personalized recommendations, build lasting relationships, and support IRS notices or audit guidance as needed, working in a collaborative, in-person office environment.

Qualifikationen

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields
• Experience in a client-facing, consultative or advisory role
• Must meet IRS/state continuing education requirements
• High school diploma or equivalent

Aufgaben

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to understand financial situations and tax implications
• Provide tax savings opportunities and product recommendations
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team to maintain a positive, client-focused office environment

Kenntnisse

Client communication

Tax knowledge

Interviewing clients

Consultative service

IRS/state requirements

Ausbildung

High school diploma/GED/equivalent

Bachelor’s degree in accounting/finance or related field

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Jobbeschreibung

H&R Block in Memphis, TN is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations, prepare accurate returns, and uncover savings opportunities, backed by industry-leading training and technology.

You will interview clients, provide personalized recommendations, build lasting relationships, and support IRS notices or audit guidance as needed, working in a collaborative, in-person office environment.