Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Edinburg (TX); Vor Ort; USD 25.000 - 39.000; Teilzeit

Zusammenfassung

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses. You will interview clients, identify tax savings opportunities, and provide personalized recommendations within a supportive, in-office environment.

You’ll work with teams, use industry training and technology, and earn an incentive plan based on impact and tax proficiency. This role is in-person at a local H&R Block tax 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

Kenntnisse

Client communication

Interpersonal skills

Tax knowledge

Ausbildung

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

Jobbeschreibung

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete tax returns for individuals and businesses. You will interview clients, identify tax savings opportunities, and provide personalized recommendations within a supportive, in-office environment.

You’ll work with teams, use industry training and technology, and earn an incentive plan based on impact and tax proficiency. This role is in-person at a local H&R Block tax office.