Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Hamilton (MT); Sur place; USD 28 000 - 39 000; Plein temps

Résumé du poste

H&R Block in Billings, MT is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses, interviewing clients to understand their financial situations, and identifying tax savings opportunities.

You will provide IRS support and audit guidance as needed, build trusted client relationships, and work in a supportive office environment with industry-leading training and technology.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in client-facing advisory roles; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent required.

Responsabilités

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand finances and tax implications.
• Identify tax savings opportunities and advise on H&R Block products.
• Provide IRS support, notices, and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office environment.

Connaissances

Client interviewing

Communication skills

Tax knowledge

Formation

High school diploma / GED / equivalent

Bachelor's degree in accounting/finance

CPA or EA or IRS Circular 230 credential

Outils

GoSystem

UltraTax

AI tools (Copilot, ChatGPT)

Description du poste

H&R Block in Billings, MT is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses, interviewing clients to understand their financial situations, and identifying tax savings opportunities.

You will provide IRS support and audit guidance as needed, build trusted client relationships, and work in a supportive office environment with industry-leading training and technology.