Seasonal Tax Pro: Expert Prep & Client Advisory

H&R Block, Inc.; Pella (IA); In loco; USD 25.000 - 47.000; Part-time

Descrizione del lavoro

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and small businesses, conduct client interviews, and provide personalized recommendations.

This in-person role at a local H&R Block tax office emphasizes building lasting client relationships, offers industry-leading training, and rewards impact with an hourly rate and incentive plan.

Competenze

• Must have completed the H&R Block Tax Knowledge Assessment or Enrollment
• Minimum 1 year of tax preparation, accounting, finance, or bookkeeping experience including individual and business returns
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication, able to explain tax concepts clearly
• Must meet IRS/state continuing education and requirements
• High school diploma or GED is required

Mansioni

• Prepare complete, accurate tax returns for clients with diverse and complex situations
• Conduct client interviews to understand financial situations and provide personalized recommendations
• Build trusted client relationships and identify tax savings opportunities and product referrals
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team members to maintain a positive, client-focused office environment

Conoscenze

Tax preparation experience

Communication skills

Client advisory/consultative

IRS/state requirements understanding

Formazione

CPA/EA credential

Bachelor’s degree in accounting/finance

High school diploma or GED

Strumenti

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Descrizione del lavoro

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns for individuals and small businesses, conduct client interviews, and provide personalized recommendations.

This in-person role at a local H&R Block tax office emphasizes building lasting client relationships, offers industry-leading training, and rewards impact with an hourly rate and incentive plan.