Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; La Pine (OR); Vor Ort; USD 30.000 - 47.000; Teilzeit

Zusammenfassung

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and help clients navigate complex tax situations in-person at a local tax office.

You will interview clients, identify tax savings opportunities, and provide guidance on tax notices while building lasting relationships and delivering consultative service. Training and incentives recognize your impact as you grow in tax and financial services.

Qualifikationen

• Experience preparing individual and business tax returns.
• Ability to interview clients and explain tax concepts clearly.
• Commitment to continuing education and IRS/state requirements.
• Seasonal, in-person tax office role.

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 knowledge

Client interview

Communication

IRS knowledge

State tax knowledge

Ausbildung

Bachelor’s degree in accounting, finance or related field

High school diploma / GED / equivalent

Tools

GoSystem

UltraTax

AI tools (Copilot / ChatGPT)

Jobbeschreibung

H&R Block is seeking a seasonal Experienced Tax Professional to prepare accurate returns and help clients navigate complex tax situations in-person at a local tax office.

You will interview clients, identify tax savings opportunities, and provide guidance on tax notices while building lasting relationships and delivering consultative service. Training and incentives recognize your impact as you grow in tax and financial services.