Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Kingwood (WV); Presencial; USD 30 000 - 47 000; Tempo parcial

Vantagens oferecidas por esta oferta de emprego

Incentive plan

Competitive pay

Resumo da oferta

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to understand financial situations, and offer personalized recommendations. You will build lasting client relationships while leveraging industry-leading training and technology, and participate in an incentive program tied to your impact on client outcomes.

The role emphasizes delivering empathetic, consultative service, helping clients identify tax

Qualificações

• Successful completion of the H&R Block Tax Knowledge Assessment.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Experience working in a client facing, consultative, or advisory role.
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet all other IRS and applicable state requirements.
• High school diploma / GED / equivalent required

Responsabilidades

• 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

Conhecimentos

Tax Knowledge Assessment

Client facing experience

Formação académica

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

CPA or Enrolled Agent (EA)

Ferramentas

GoSystem Tax Software

Ultratax

AI tools (Copilot, ChatGPT)

Descrição da oferta de emprego

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to understand financial situations, and offer personalized recommendations. You will build lasting client relationships while leveraging industry-leading training and technology, and participate in an incentive program tied to your impact on client outcomes.

The role emphasizes delivering empathetic, consultative service, helping clients identify tax