Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Crab Orchard (WV); Presencial; USD 28 000 - 47 000; Tempo integral

Resumo da oferta

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will interview clients, identify tax savings opportunities, and deliver empathetic, consultative service in a local office.

You will build trusted relationships, stay current with IRS/state requirements, and collaborate with your team to support client needs. This in-person role offers an incentive plan tied to impact and performance.

Qualificações

• Successful completion of the H&R Block Tax Knowledge Assessment 1
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including explaining tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent required

Responsabilidades

• Prepare complete, accurate tax returns for clients with complex situations (individuals and businesses)
• Conduct client interviews to understand financial situations and tax implications, then provide personalized recommendations
• Identify tax savings opportunities and promote relevant H&R Block products
• Provide IRS support, tax notices, and audit guidance as needed
• Collaborate with team members and contribute to a client-focused office environment

Conhecimentos

Client-facing communication

Tax advisory

Interviewing clients

IRS and state requirements

Formação académica

High school diploma / GED / equivalent

Bachelor’s degree (preferred)

CPA or Enrolled Agent (EA) (preferred)

Ferramentas

GoSystem

UltraTax

AI-powered tools (Copilot/ChatGPT)

Descrição da oferta de emprego

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will interview clients, identify tax savings opportunities, and deliver empathetic, consultative service in a local office.

You will build trusted relationships, stay current with IRS/state requirements, and collaborate with your team to support client needs. This in-person role offers an incentive plan tied to impact and performance.