Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block, Inc.; Akron (OH); Presencial; USD 25 000 - 39 000; Tempo parcial

Resumo da oferta

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and uncover savings opportunities. You’ll interview clients to understand their finances and offer personalized tax guidance while building long-lasting relationships in a supportive office.

In-person at a local H&R Block tax office, with competitive hourly pay and incentive opportunities. You’ll leverage industry-leading training and technology to help clients navigate complex tax situations, and

Qualificações

• 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.

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.

Conhecimentos

Client communication

Advisory experience

Interviews / interviewing

Formação académica

High school diploma

Bachelor’s degree (preferred)

Ferramentas

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Descrição da oferta de emprego

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and uncover savings opportunities. You’ll interview clients to understand their finances and offer personalized tax guidance while building long-lasting relationships in a supportive office.

In-person at a local H&R Block tax office, with competitive hourly pay and incentive opportunities. You’ll leverage industry-leading training and technology to help clients navigate complex tax situations, and