Seasonal Tax Pro — Expert Prep & Client Advisory

H&R Block

West Jordan (UT)

Sur place

USD 28 000 - 41 000

Temps partiel

14 jours+

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Avantages offerts par ce poste

Competitive pay
Comprehensive benefits

Résumé du poste

H&R Block is seeking a seasonal Experienced Tax Professional to expertly prepare complex tax returns and guide clients through financial scenarios. You will interview clients to capture details, propose personalized tax-saving opportunities, and build lasting relationships within a collaborative office environment.

You will work in-person at a local H&R Block office, delivering trusted, empathetic service and supporting clients with IRS notices or audit guidance as needed.

Qualifications

  • Completion of the H&R Block Tax Knowledge Assessment (or enrollment)
  • Minimum 1 year of experience in tax preparation or related fields
  • Experience in a client-facing, consultative or advisory role
  • Strong verbal and written communication; explain tax concepts clearly
  • Must meet continuing education and IRS/state requirements
  • High school diploma or GED or equivalent

Responsabilités

  • Prepare complete, accurate tax returns for individuals and businesses
  • Conduct in-depth client interviews to understand finances and life changes
  • Provide personalized tax recommendations and identify savings opportunities
  • Provide IRS support, notices, and audit guidance as needed
  • Collaborate with team to maintain a positive, client-focused office environment

Connaissances

Tax knowledge
Communication skills
Client advisory
IRS compliance

Formation

Bachelor’s degree in accounting/finance
CPA or Enrolled Agent (EA)

Outils

GoSystem
Ultratax

Description du poste

H&R Block is seeking a seasonal Experienced Tax Professional to expertly prepare complex tax returns and guide clients through financial scenarios. You will interview clients to capture details, propose personalized tax-saving opportunities, and build lasting relationships within a collaborative office environment.

You will work in-person at a local H&R Block office, delivering trusted, empathetic service and supporting clients with IRS notices or audit guidance as needed.

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