Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Cedar Lake (IN); Presencial; USD 25 000 - 39 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive pay

Benefits package

Professional development

Resumo da oferta

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and deliver personalized recommendations. This in-person role emphasizes building lasting relationships while navigating complex tax scenarios using Block’s training and technology.

You will support clients with tax savings opportunities, IRS notices, and audit guidance, working within a collaborative office team to ensure excellent service.

Qualificações

• Must have 1+ year of tax prep, accounting, finance, or bookkeeping experience.
• Experience in client-facing advisory roles is required.
• Ability to explain tax concepts in client-friendly language and meet IRS/state requirements.

Responsabilidades

• Prepare complete and accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and provide recommendations.
• Build trusted client relationships and identify tax savings opportunities and products.
• Provide IRS support, tax notices, and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office environment.

Conhecimentos

Client communication

Interpersonal skills

Tax knowledge

IRS rules

Attention to detail

Formação académica

High school diploma or GED

Bachelor's degree (preferred)

Ferramentas

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Descrição da oferta de emprego

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and deliver personalized recommendations. This in-person role emphasizes building lasting relationships while navigating complex tax scenarios using Block’s training and technology.

You will support clients with tax savings opportunities, IRS notices, and audit guidance, working within a collaborative office team to ensure excellent service.