Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; MetroWest (FL); Sur place; USD 28 000 - 55 000; Temps partiel

Résumé du poste

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations with confidence.

You'll prepare accurate returns, uncover savings opportunities, and build lasting relationships, backed by industry-leading training and technology. This in-person role at a local tax office emphasizes client interviews, meticulous tax preparation for individuals and businesses, and proactive tax planning.

Qualifications

• 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 state requirements.
• High school diploma / GED / equivalent required.

Responsabilités

• 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

Connaissances

Client facing

Communication

Tax knowledge

Formation

Bachelor's degree in accounting or finance

High school diploma or GED

Outils

GoSystem or UltraTax

Description du poste

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to guide clients through complex tax situations with confidence.

You'll prepare accurate returns, uncover savings opportunities, and build lasting relationships, backed by industry-leading training and technology. This in-person role at a local tax office emphasizes client interviews, meticulous tax preparation for individuals and businesses, and proactive tax planning.