Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block, Inc.; Clinton (IL); In loco; USD 21.000 - 110.000; Part-time

Vantaggi offerti da questo lavoro

Competitive pay

Incentive plan

Descrizione del lavoro

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to assist clients with complex tax situations and delivery of accurate returns. You will interview clients, identify tax-saving opportunities, and advise on product solutions while delivering empathetic, personalized service.

The role emphasizes in-person work at a local H&R Block tax office. Training, technology support, and a competitive hourly rate with an incentive plan reward impact as you grow tax expertise and client

Competenze

• Complete Tax Knowledge Assessment 1 and maintain IRS/state requirements.
• Minimum 1 year of tax preparation or related experience.
• Strong communication and client-facing skills.
• High school diploma or equivalent.

Mansioni

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications; provide clear recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to share knowledge and maintain a positive, client-focused office environment.

Conoscenze

Communication skills

Client-facing experience

Tax knowledge

IRS/state requirements

Formazione

High school diploma

Bachelor's degree

Strumenti

GoSystem

UltrasTax

AI tools (Copilot/ChatGPT)

Descrizione del lavoro

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to assist clients with complex tax situations and delivery of accurate returns. You will interview clients, identify tax-saving opportunities, and advise on product solutions while delivering empathetic, personalized service.

The role emphasizes in-person work at a local H&R Block tax office. Training, technology support, and a competitive hourly rate with an incentive plan reward impact as you grow tax expertise and client