Seasonal Tax Pro: Expert Advisor & Client Savings

H&R Block, Inc.; Smithfield (RI); Vor Ort; USD 28.000 - 44.000; Teilzeit

Zusammenfassung

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses and to build lasting client relationships in a local, in-office setting. You will interview clients to understand financial scenarios and provide personalized tax recommendations, while leveraging Block’s training and technology.

You will deliver tax savings opportunities and support, including IRS notices, in a collaborative environment with strong emphasis on client service

Qualifikationen

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

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse and complex situations including individuals and businesses
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications and provide clear recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members and contribute to a positive, client-focused office environment

Kenntnisse

Client-facing

Communication

Tax concepts explained

IRS/state requirements

Ausbildung

High school diploma or equivalent

Bachelor’s degree preferred

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Jobbeschreibung

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses and to build lasting client relationships in a local, in-office setting. You will interview clients to understand financial scenarios and provide personalized tax recommendations, while leveraging Block’s training and technology.

You will deliver tax savings opportunities and support, including IRS notices, in a collaborative environment with strong emphasis on client service