Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block, Inc.; Oakdale (MN); Vor Ort; USD 15.000 - 110.000; Teilzeit

Zusammenfassung

H&R Block, Inc. is seeking an Experienced Tax Professional for our local, in-person tax office. You will prepare complete and accurate tax returns for individuals and businesses, interview clients to uncover tax implications, and offer personalized recommendations to maximize savings and ensure compliance.

You'll leverage top training and technology, work with a supportive team, and have opportunities to grow in tax and financial services. This seasonal role rewards performance and client impact.

Qualifikationen

• Requires completion of H&R Block Tax Knowledge Assessment.
• Minimum 1 year of tax prep/accounting experience.
• Client-facing/consultative experience preferred.
• Strong verbal and written communication; ability to explain tax concepts plainly.
• Must meet IRS/state continuing education requirements.
• High school diploma or GED required.

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse situations.
• Conduct client interviews to understand financials and tax implications.
• Provide tax-saving opportunities and product recommendations.
• Offer IRS support, notices, and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office.

Kenntnisse

Tax knowledge

Client communication

Interviewing skills

Attention to detail

Team collaboration

Ausbildung

High school diploma or GED

Bachelor's degree in accounting/finance

CPA or EA credential

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Jobbeschreibung

H&R Block, Inc. is seeking an Experienced Tax Professional for our local, in-person tax office. You will prepare complete and accurate tax returns for individuals and businesses, interview clients to uncover tax implications, and offer personalized recommendations to maximize savings and ensure compliance.

You'll leverage top training and technology, work with a supportive team, and have opportunities to grow in tax and financial services. This seasonal role rewards performance and client impact.