Seasonal Tax Pro — Expert Advisor with Client Impact

H&R Block, Inc.; Brazoria (TX); Presencial; USD 25 000 - 39 000; Tempo parcial

Resumo da oferta

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and small businesses, interview clients to understand their financial situations, and identify tax savings opportunities using our training and technology. This in-person role at a local H&R Block tax office offers an opportunity to grow in tax and financial services.

You will build trusted client relationships, deliver clear recommendations, provide IRS support and audit guidance, and

Qualificações

• 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 to clients.
• Must complete continuing education and meet all IRS and applicable state requirements.

Responsabilidades

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

Conhecimentos

Client communication

Tax knowledge

Interviewing clients

Team collaboration

Formação académica

High school diploma

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Ferramentas

GoSystem

Ultratax

Copilot/ChatGPT

Descrição da oferta de emprego

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns for individuals and small businesses, interview clients to understand their financial situations, and identify tax savings opportunities using our training and technology. This in-person role at a local H&R Block tax office offers an opportunity to grow in tax and financial services.

You will build trusted client relationships, deliver clear recommendations, provide IRS support and audit guidance, and