Seasonal Tax Pro: Expert Guidance & Growth

H&R Block; Charleroi (Washington County); Vor Ort; USD 30.000 - 48.000; Teilzeit

Zusammenfassung

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You’ll interview clients, offer personalized recommendations, and identify tax-saving opportunities while leveraging leading training and technology.

In this role, you will provide IRS support, audit guidance as needed, and build lasting relationships in a high-performing, client-focused office environment.

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.

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.

Kenntnisse

Tax knowledge

Client communication

IRS requirements

Problem solving

Ausbildung

High school diploma / GED

Bachelor’s degree (preferred)

Tools

GoSystem Tax

UltraTax

AI tools (Copilot, ChatGPT)

Jobbeschreibung

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You’ll interview clients, offer personalized recommendations, and identify tax-saving opportunities while leveraging leading training and technology.

In this role, you will provide IRS support, audit guidance as needed, and build lasting relationships in a high-performing, client-focused office environment.