Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Casper (WY); On-site; USD 28,000 - 39,000; Full time

Job summary

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individual and business returns. You will conduct in-depth client interviews to understand financial situations and provide clear, personalized recommendations.

In this in-person role at a local H&R Block tax office, you will build trusted client relationships, deliver empathetic service, identify tax savings

Qualifications

• 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
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

Responsibilities

• 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

Skills

Client facing

Communication

Education

High school diploma / GED / equivalent

Tools

GoSystem

Ultriax

Job description

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex tax situations, including individual and business returns. You will conduct in-depth client interviews to understand financial situations and provide clear, personalized recommendations.

In this in-person role at a local H&R Block tax office, you will build trusted client relationships, deliver empathetic service, identify tax savings