Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Omak (WA); Sur place; USD 23 000 - 110 000; Plein temps

Résumé du poste

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses, and to conduct in-depth client interviews to tailor recommendations. You will build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities, supported by training and technology at an in-person local office.

The position includes advising on IRS notices, audits, and life changes to help clients

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 applicable 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

Tax knowledge

Client-facing

Communication skills

Attention to detail

IRS rules familiarity

Formation

High school diploma or GED

Outils

GoSystem

Ultratax

Microsoft Copilot

Description du poste

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses, and to conduct in-depth client interviews to tailor recommendations. You will build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities, supported by training and technology at an in-person local office.

The position includes advising on IRS notices, audits, and life changes to help clients