Seasonal Tax Pro: Expert Advisor with Client Impact

H&R Block, Inc.; Owatonna (MN); Vor Ort; USD 66.000 - 110.000; Vollzeit

Benefits dieser Stelle

Incentive plan

Zusammenfassung

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional in Minnesota to prepare complete, accurate tax returns for clients with diverse and complex situations, including individuals and businesses.

You will interview clients, provide personalized recommendations, and help identify tax savings opportunities, backed by training and technology. This in-person role at a local H&R Block tax office offers competitive pay, an incentive plan based on impact, and a path to grow in tax and

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 working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client‑friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required
• Bachelor’s degree in accounting, finance or a related field
• 5+ years of experience in tax preparation, accounting, finance, bookkeeping
• CPA or Enrolled Agent (EA), or other IRS Circular 230 credential
• Experience completing complex returns, tax planning, audit support, or tax notice resolution
• Familiarity with GoSystem or Ultratax software
• Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
• Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

Aufgaben

• 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

Jobbeschreibung

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional in Minnesota to prepare complete, accurate tax returns for clients with diverse and complex situations, including individuals and businesses.

You will interview clients, provide personalized recommendations, and help identify tax savings opportunities, backed by training and technology. This in-person role at a local H&R Block tax office offers competitive pay, an incentive plan based on impact, and a path to grow in tax and