Seasonal Tax Pro: Expert Client Advisory & Savings

H&R Block, Inc.; Locust (NC); Presencial; USD 28.000 - 39.000; Jornada completa

Descripción de la vacante

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns for individuals and businesses, interview clients to understand their financials, and provide personalized recommendations.

This in-person role at a local H&R Block tax office includes industry-leading training, competitive hourly pay, and an incentive plan that rewards your impact as you build tax expertise and serve clients.

Formación

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• 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

Responsabilidades

• 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

Conocimientos

Client facing communication

Tax knowledge

GoSystem or Ultratax

AI-powered tools familiarity

IRS/State requirements awareness

Educación

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA) or IRS Circular 230 credential

Herramientas

GoSystem software

Ultratax software

Microsoft Copilot

ChatGPT

Descripción del empleo

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. You will prepare accurate returns for individuals and businesses, interview clients to understand their financials, and provide personalized recommendations.

This in-person role at a local H&R Block tax office includes industry-leading training, competitive hourly pay, and an incentive plan that rewards your impact as you build tax expertise and serve clients.