Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Kingsville (TX); Sur place; USD 25 000 - 39 000; Plein temps

Résumé du poste

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax scenarios and prepare accurate returns. You will build trusted relationships, provide personalized recommendations, and leverage training and technology to enhance client service.

In-office role with a focus on client interviews, tax savings opportunities, and collaboration with teammates to maintain a positive office environment.

Qualifications

• Must have completed the H&R Block Tax Knowledge Assessment or equivalent.
• At least 1 year of experience in tax preparation or a related field.
• Experience in a client-facing, consultative role.
• Strong verbal and written communication; explain tax concepts clearly.
• Must meet IRS/state requirements for continuing education.
• High school diploma or equivalent required.

Responsabilités

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews to understand finances and life changes.
• Provide personalized recommendations and potential tax savings.
• Offer IRS support, notices, and audit guidance as needed.
• Collaborate with team and maintain a positive, client-focused office culture.

Connaissances

Client-facing

Communication

Interviewing clients

Advisory mindset

Empathy

Formation

High school diploma / GED

Bachelor’s degree (preferred)

Outils

GoSystem

UltraTax

Description du poste

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax scenarios and prepare accurate returns. You will build trusted relationships, provide personalized recommendations, and leverage training and technology to enhance client service.

In-office role with a focus on client interviews, tax savings opportunities, and collaboration with teammates to maintain a positive office environment.