Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Lake Worth (TX); Sur place; USD 28 000 - 41 000; Temps partiel

Avantages offerts par ce poste

Incentive plan

Competitive hourly rate

Résumé du poste

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will conduct client interviews, offer personalized recommendations, and leverage H&R Block products to maximize savings.

This role emphasizes in-person client service at a local tax office and offers competitive hourly compensation with an incentive plan. Join a team that values training, technology, and high-quality client care as you build tax expertise

Qualifications

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.
• Experience in a client-facing, consultative, or advisory role.

Responsabilités

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations (individual and business).
• Conduct in-depth client interviews to understand financial situations and provide personalized recommendations.
• Build trusted client relationships by offering empathetic, consultative service and identifying tax savings opportunities.

Connaissances

Client communication

Tax knowledge

Advisory mindset

Interviewing clients

Formation

Bachelor’s degree in accounting/finance

High school diploma or GED

Outils

GoSystem

UltraTax

Description du poste

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will conduct client interviews, offer personalized recommendations, and leverage H&R Block products to maximize savings.

This role emphasizes in-person client service at a local tax office and offers competitive hourly compensation with an incentive plan. Join a team that values training, technology, and high-quality client care as you build tax expertise