Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Lenoir (NC); In loco; USD 25.000 - 39.000; Part-time

Vantaggi offerti da questo lavoro

Competitive hourly rate

Incentive plan

Descrizione del lavoro

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse and complex situations. You will conduct in-depth interviews and offer personalized recommendations, building trusted client relationships while highlighting tax-saving opportunities and relevant H&R Block products.

This in-person role at a local H&R Block tax office emphasizes collaborative teamwork and delivering empathetic, consultative service with a

Competenze

• Minimum 1 year of experience in tax preparation or related fields.
• Experience in client-facing, consultative, or advisory roles.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED required.

Mansioni

• Prepare complete, accurate tax returns for clients with diverse situations (individuals and businesses).
• Conduct in-depth client interviews to understand finances and life changes.
• Provide personalized recommendations and tax savings opportunities; promote H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive client-focused office.

Conoscenze

Communication skills

Tax experience

Interviewing clients

Formazione

High School Diploma

Bachelor's degree in accounting or finance

Strumenti

GoSystem

UltraTax

Descrizione del lavoro

H&R Block is seeking a Seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse and complex situations. You will conduct in-depth interviews and offer personalized recommendations, building trusted client relationships while highlighting tax-saving opportunities and relevant H&R Block products.

This in-person role at a local H&R Block tax office emphasizes collaborative teamwork and delivering empathetic, consultative service with a