Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; East Peoria (IL); Vor Ort; USD 21.000 - 110.000; Vollzeit

Zusammenfassung

H&R Block East Peoria is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses, interviewing clients to understand finances and provide personalized recommendations.

You will build trusted relationships, identify tax savings opportunities, and support clients with IRS notices as needed, while benefiting from industry-leading training, a competitive hourly rate, and incentives as you grow your tax expertise and serve clients.

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.

Kenntnisse

Tax knowledge assessment

Client-facing experience

Strong communication

Explain tax concepts clearly

Ausbildung

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Jobbeschreibung

H&R Block East Peoria is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses, interviewing clients to understand finances and provide personalized recommendations.

You will build trusted relationships, identify tax savings opportunities, and support clients with IRS notices as needed, while benefiting from industry-leading training, a competitive hourly rate, and incentives as you grow your tax expertise and serve clients.