Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Battle Creek (MI); Sur place; USD 25 000 - 39 000; Temps partiel

Résumé du poste

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare returns for individuals and businesses. You will interview clients, offer personalized tax recommendations, and help clients maximize savings while adhering to IRS rules.

This role is in-person at a local H&R Block tax office and involves delivering consultative service. The position emphasizes building lasting client relationships, leveraging Block tools, and working with a supportive team in a high-performing

Qualifications

• Minimum 1 year of tax preparation experience, including individual and business returns.
• Experience in a client-facing, consultative or advisory role.
• Must complete continuing education requirements and meet IRS/state rules.

Responsabilités

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

Connaissances

Client facing

Communication

Tax knowledge

Formation

Bachelor’s degree in accounting, finance or related field

Outils

GoSystem

Ultratax

Description du poste

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare returns for individuals and businesses. You will interview clients, offer personalized tax recommendations, and help clients maximize savings while adhering to IRS rules.

This role is in-person at a local H&R Block tax office and involves delivering consultative service. The position emphasizes building lasting client relationships, leveraging Block tools, and working with a supportive team in a high-performing