Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Baytowne (NY); Vor Ort; USD 22.000 - 110.000; Teilzeit

Zusammenfassung

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conducting client interviews and delivering personalized recommendations. You will build lasting client relationships and identify tax savings opportunities within a supportive training environment.

This in-person role offers competitive pay, incentives, and a path to grow in tax and financial services.

Qualifikationen

• Completion of the H&R 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
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• 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 H&R 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 communication

Tax knowledge

Interpersonal skills

IRS/state requirements awareness

Ausbildung

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA) preferred

Tools

GoSystem

UltraTax

Copilot

ChatGPT

Jobbeschreibung

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conducting client interviews and delivering personalized recommendations. You will build lasting client relationships and identify tax savings opportunities within a supportive training environment.

This in-person role offers competitive pay, incentives, and a path to grow in tax and financial services.