Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Ontario (OR); Vor Ort; USD 25.000 - 39.000; Teilzeit

Zusammenfassung

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, interview clients, and provide personalized recommendations while leveraging training and technology.

This is an in-person role at a local H&R Block tax office, with a competitive hourly rate and incentive plan. You will support diverse clients, build lasting relationships, and contribute to a positive office environment through

Qualifikationen

• 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 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

Aufgaben

• 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

Kenntnisse

Communication skills

Tax concepts explained clearly

Client advisory mindset

Interviewing clients

Ausbildung

High school diploma / GED

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

AI tools awareness

Jobbeschreibung

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare accurate returns, interview clients, and provide personalized recommendations while leveraging training and technology.

This is an in-person role at a local H&R Block tax office, with a competitive hourly rate and incentive plan. You will support diverse clients, build lasting relationships, and contribute to a positive office environment through