Seasonal Tax Pro: Expert, Client-Focused Advisor

H&R Block, Inc.

Laurel (MT)

Sur place

USD 25 000 - 39 000

Temps partiel

14 jours+

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Résumé du poste

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to join a local tax office in Montana.

You will prepare complete, accurate returns for individuals and businesses, interview clients to assess tax situations, and offer personalized recommendations while building trusted relationships. This in-person role includes competitive hourly pay, ongoing training, and an incentive plan tied to impact.

Qualifications

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

Responsabilités

  • Prepare complete, accurate tax returns for clients with diverse and complex situations.
  • Conduct client interviews to understand finances and tax implications; provide personalized recommendations.
  • Build trusted client relationships; identify tax savings opportunities and related H&R Block products.
  • Provide IRS support, tax notice assistance, and audit guidance as needed.
  • Collaborate with team; contribute to a positive, client-focused office environment.

Connaissances

Client communication
Tax knowledge
Experience in client-facing role
IRS/state requirements knowledge

Formation

High school diploma or equivalent
Bachelor's degree in accounting, finance or related field
CPA or Enrolled Agent (EA)

Outils

GoSystem
Ultratax
AI-powered tools (Copilot, ChatGPT)

Description du poste

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to join a local tax office in Montana.

You will prepare complete, accurate returns for individuals and businesses, interview clients to assess tax situations, and offer personalized recommendations while building trusted relationships. This in-person role includes competitive hourly pay, ongoing training, and an incentive plan tied to impact.

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