Seasonal Tax Pro — Expert Returns & Client Advisory

H&R Block; Moorhead (MN); Vor Ort; USD 16.000 - 110.000; Vollzeit

Benefits dieser Stelle

Incentive plan

Zusammenfassung

H&R Block seeks an Experienced Tax Professional to prepare complex tax returns and guide clients through their financial situations. You will interview clients, identify tax-saving opportunities, and deliver clear, personalized recommendations.

The role emphasizes client relationships, usage of industry-leading training and technology, and competitive hourly pay with incentives. This in-person position is based at a local H&R Block tax office in Minnesota.

Qualifikationen

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields
• Experience in client-facing, consultative roles
• Strong communication skills and ability to explain tax concepts clearly
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED required

Aufgaben

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct client interviews to understand financial situations and implications
• Provide personalized tax-saving recommendations and product suggestions
• Offer IRS support, notices assistance, and audit guidance as needed
• Collaborate with team members to maintain a positive client-focused office

Kenntnisse

Tax preparation

Client interviews

Communication

IRS rules

Ausbildung

High school diploma

Bachelor's degree (preferred)

Tools

GoSystem

Ultratax

MS Copilot / ChatGPT

Jobbeschreibung

H&R Block seeks an Experienced Tax Professional to prepare complex tax returns and guide clients through their financial situations. You will interview clients, identify tax-saving opportunities, and deliver clear, personalized recommendations.

The role emphasizes client relationships, usage of industry-leading training and technology, and competitive hourly pay with incentives. This in-person position is based at a local H&R Block tax office in Minnesota.