Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Mascoutah (IL); Presencial; USD 21.000 - 110.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Competitive hourly rate

Incentive plan

Training and technology

Descripción de la vacante

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses. You will interview clients to understand finances and offer personalized recommendations, while building strong relationships and identifying savings opportunities.

This in-person role at a local H&R Block tax office includes access to industry-leading training, technology, and an incentive plan

Formación

• 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.

Responsabilidades

• Prepare complete, accurate tax returns for clients with diverse tax situations.
• Conduct in-depth client interviews and provide personalized tax recommendations.
• Identify savings opportunities and relevant H&R Block products.
• Provide IRS support and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office.

Conocimientos

Tax preparation

Client interviews

Communication skills

IRS guidance

GoSystem/Ultratax

AI tools familiarity

Educación

Bachelor’s degree in accounting, finance or related field

Herramientas

GoSystem

Ultratax

Descripción del empleo

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individuals and businesses. You will interview clients to understand finances and offer personalized recommendations, while building strong relationships and identifying savings opportunities.

This in-person role at a local H&R Block tax office includes access to industry-leading training, technology, and an incentive plan