Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Jacksonville (NC); Vor Ort; USD 28.000 - 41.000; Teilzeit

Zusammenfassung

H&R Block in Jacksonville, NC is seeking a seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses and to interview clients to understand finances and life changes.

You’ll provide clear recommendations, identify tax-saving opportunities, and deliver empathetic, consultative service. Training and technology support are provided, with an hourly rate and incentives to reward impact as you grow tax expertise and serve clients.

Qualifikationen

• Minimum 1 year experience in tax preparation or related field, including individual and business returns.
• Successful completion of the H&R Block Tax Knowledge Assessment.
• Experience in client-facing, consultative roles such as advisory positions.
• Strong verbal and written communication skills.
• Must complete continuing education and meet all IRS/state requirements.
• High school diploma or GED required.

Aufgaben

• Prepare complete, accurate tax returns for clients including individuals 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 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

Communication skills

Client-facing experience

Explain tax concepts clearly

IRS/state requirements

Ausbildung

Bachelor’s degree in accounting/finance

High school diploma or GED

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Jobbeschreibung

H&R Block in Jacksonville, NC is seeking a seasonal Experienced Tax Professional to prepare complete and accurate returns for individuals and businesses and to interview clients to understand finances and life changes.

You’ll provide clear recommendations, identify tax-saving opportunities, and deliver empathetic, consultative service. Training and technology support are provided, with an hourly rate and incentives to reward impact as you grow tax expertise and serve clients.