Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Ashwaubenon (WI); Vor Ort; USD 28.000 - 39.000; Teilzeit

Benefits dieser Stelle

Competitive hourly rate

Training and career development

Zusammenfassung

HR Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conduct client interviews, and offer personalized recommendations. The role emphasizes empathetic, consultative service and leveraging HR Block products to maximize client savings.

The position is in-person at a local HR Block tax office, with training and industry-leading resources to support growth in tax and financial services.

Qualifikationen

• Successful completion of the HR Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience working in a client facing, consultative, or advisory role.
• High school diploma / GED / equivalent required.

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

Client-facing communication

Consultative/advisory approach

Strong written communication

Ausbildung

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Jobbeschreibung

HR Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conduct client interviews, and offer personalized recommendations. The role emphasizes empathetic, consultative service and leveraging HR Block products to maximize client savings.

The position is in-person at a local HR Block tax office, with training and industry-leading resources to support growth in tax and financial services.