Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Bluefield (WV); On-site; USD 42,000 - 66,000; Full time

Job summary

H&R Block is seeking a seasoned Experienced Tax Professional for an in-person, seasonal role at a local tax office in West Virginia. You will prepare tax returns for individuals and businesses, interview clients to uncover details, and offer tax savings opportunities with our products and services.

You will be guided by industry-leading training and technology, with an incentive plan that rewards impact as you grow your tax expertise and serve clients.

Qualifications

• Experience preparing individual and business tax returns.
• Strong client interviewing skills to understand financial situations.
• Ability to explain tax concepts in clear client-friendly language.
• Must meet IRS and state requirements and complete CE.

Responsibilities

• Prepare complete tax returns for individuals and businesses.
• Conduct in-depth client interviews and provide recommendations.
• Identify tax savings opportunities and cross-sell H&R Block products.
• Provide IRS notice support and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office environment.

Skills

Tax preparation

IRS knowledge

Client communication

Consultative advisory

Education

Bachelor's degree in accounting

CPA or EA credential

High school diploma

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasoned Experienced Tax Professional for an in-person, seasonal role at a local tax office in West Virginia. You will prepare tax returns for individuals and businesses, interview clients to uncover details, and offer tax savings opportunities with our products and services.

You will be guided by industry-leading training and technology, with an incentive plan that rewards impact as you grow your tax expertise and serve clients.