Seasonal Tax Pro - Expert Returns & Client Advisory

H&R Block; Crawfordville (FL); Vor Ort; USD 52.000 - 72.000; Vollzeit

Zusammenfassung

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses, interview clients to assess financial situations, and offer personalized tax-saving recommendations.

You will build lasting client relationships, provide IRS guidance as needed, and work in a collaborative, client-focused office environment at a local H&R Block office.

Qualifikationen

• Successful 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

Jobbeschreibung

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses, interview clients to assess financial situations, and offer personalized tax-saving recommendations.

You will build lasting client relationships, provide IRS guidance as needed, and work in a collaborative, client-focused office environment at a local H&R Block office.