Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block; Lafayette (CO); Vor Ort; USD 66.000 - 110.000; Vollzeit

Benefits dieser Stelle

Incentive plan

Competitive pay

Industry-leading training

Zusammenfassung

H&R Block is seeking an Experienced Tax Professional to prepare accurate tax returns for individuals and businesses. You will interview clients to uncover life changes and provide personalized recommendations while building lasting relationships and identifying tax-saving opportunities.

This in-person, seasonal role offers industry-leading training, access to advanced tax software, and an incentive plan that rewards impact as you build tax expertise and serve clients.

Qualifikationen

• Successful completion of the HR Block Tax Knowledge Assessment

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 HR 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

Communication

Client facing

Tax knowledge

IRS requirements

Ausbildung

High school diploma or GED

Bachelor's degree in accounting/finance

CPA or Enrolled Agent credential

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Jobbeschreibung

H&R Block is seeking an Experienced Tax Professional to prepare accurate tax returns for individuals and businesses. You will interview clients to uncover life changes and provide personalized recommendations while building lasting relationships and identifying tax-saving opportunities.

This in-person, seasonal role offers industry-leading training, access to advanced tax software, and an incentive plan that rewards impact as you build tax expertise and serve clients.