Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Golden Isles (FL); In loco; USD 28.000 - 48.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive pay

Comprehensive benefits

Training and development

Descrizione del lavoro

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and provide personalized tax guidance at an in-person local tax office.

You will build lasting client relationships, identify tax savings opportunities, and leverage Block’s training and technology to deliver trusted, compliant tax services. This role offers a competitive hourly rate and an incentive plan based on impact.

Competenze

• Must pass 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

Mansioni

• 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

Conoscenze

Client-facing

Communication skills

IRS knowledge

Formazione

High school diploma or GED

Bachelor’s degree in accounting/finance or related field

Strumenti

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Descrizione del lavoro

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns, interview clients, and provide personalized tax guidance at an in-person local tax office.

You will build lasting client relationships, identify tax savings opportunities, and leverage Block’s training and technology to deliver trusted, compliant tax services. This role offers a competitive hourly rate and an incentive plan based on impact.