Seasonal Tax Pro — Expert Advisor with Client Impact

H&R Block; Lufkin (TX); Sur place; USD 25 000 - 39 000; Temps partiel

Résumé du poste

H&R Block seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will uncover savings opportunities, build lasting relationships, and leverage HR Block training and technology in a client-focused, in-person office environment.

You will conduct client interviews, provide personalized recommendations, and collaborate with a team to deliver empathetic service and timely tax solutions.

Qualifications

• 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
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent required

Responsabilités

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

Connaissances

Client-facing experience

Communication skills

IRS/state knowledge

Team collaboration

Formation

High school diploma / GED / equivalent

Bachelor's degree in accounting or finance

Outils

GoSystem

UltraTax

Description du poste

H&R Block seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will uncover savings opportunities, build lasting relationships, and leverage HR Block training and technology in a client-focused, in-person office environment.

You will conduct client interviews, provide personalized recommendations, and collaborate with a team to deliver empathetic service and timely tax solutions.