Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block, Inc.; Columbia (TN); Vor Ort; USD 18.000 - 32.000; Vollzeit

Zusammenfassung

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. In-person at a local tax office, you will prepare returns, interview clients, and identify savings opportunities.

You will leverage industry-leading training and technology, delivering client-focused service and meeting IRS/state requirements. This role offers a competitive hourly rate and an incentive plan tied to impact during tax season.

Qualifikationen

• Excellent client-facing communication and advisory skills.
• Strong knowledge of individual and business tax concepts.
• Ability to explain tax concepts in simple terms.
• Must meet continuing education requirements and IRS/state rules.
• High school diploma or GED required.

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses.
• 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

Client communication

Tax knowledge

Attention to detail

IRS regulations

Ausbildung

High school diploma or GED

Bachelor’s degree (preferred) in accounting/finance

Tools

GoSystem

Ultratax

Microsoft Copilot / ChatGPT AI tools

Jobbeschreibung

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations. In-person at a local tax office, you will prepare returns, interview clients, and identify savings opportunities.

You will leverage industry-leading training and technology, delivering client-focused service and meeting IRS/state requirements. This role offers a competitive hourly rate and an incentive plan tied to impact during tax season.