Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Kalamazoo (MI); Sur place; USD 25 000 - 39 000; Temps partiel

Résumé du poste

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, interview clients to understand their financials, and identify tax savings opportunities using our training and technology in a local tax office.

This in-person role emphasizes client relationships, clear explanations, and teamwork. Requirements include at least 1 year in tax-related work and a high school diploma; preferred

Qualifications

• Must have completed the H&R Block Tax Knowledge Assessment
• At least 1 year in tax prep or related fields, with individual and business returns
• Excellent verbal and written communication; ability to explain tax concepts clearly

Responsabilités

• Prepare complete, accurate tax returns for clients, including individuals and businesses
• Conduct client interviews to understand financial situations and tax implications
• Provide tax savings recommendations and cross-sell H&R Block products
• Provide IRS support, audit guidance, and notices assistance
• Collaborate with team to maintain a client-focused office environment

Connaissances

Tax knowledge assessment

Tax preparation experience

Client-facing experience

Communication skills

IRS/state requirements knowledge

Formation

High school diploma or GED

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent

Outils

GoSystem

Ultratax

Description du poste

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, interview clients to understand their financials, and identify tax savings opportunities using our training and technology in a local tax office.

This in-person role emphasizes client relationships, clear explanations, and teamwork. Requirements include at least 1 year in tax-related work and a high school diploma; preferred