Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Jackson (AL); Vor Ort; USD 32.000 - 52.000; Teilzeit

Zusammenfassung

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by training and technology.

This in-person role is based at a local H&R Block tax office. Key duties include interviewing clients, handling individual and business returns, providing IRS support, and collaborating with the team to deliver

Qualifikationen

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent

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 preparation

Client-facing

Communication skills

Ausbildung

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

Ultratax

AI-powered tools (Copilot/ChatGPT)

Jobbeschreibung

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by training and technology.

This in-person role is based at a local H&R Block tax office. Key duties include interviewing clients, handling individual and business returns, providing IRS support, and collaborating with the team to deliver