Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Plymouth (IN); Presencial; USD 28.000 - 55.000; Jornada completa

Descripción de la vacante

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses, conduct client interviews, and build trusted relationships using our training and technology. This in-person role offers a competitive hourly rate and an incentive plan to reward impact as you grow in tax expertise.

Join a local H&R Block tax office and collaborate with a team focused on client success, learning, and standing ready to assist clients with

Formación

• 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

Responsabilidades

• 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

Conocimientos

Communication skills

Client-facing experience

Advisory mindset

Educación

High school diploma/ GED

Bachelor’s degree preferred

Herramientas

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Descripción del empleo

H&R Block is seeking a seasonal Experienced Tax Professional to prepare complete, accurate tax returns for individuals and businesses, conduct client interviews, and build trusted relationships using our training and technology. This in-person role offers a competitive hourly rate and an incentive plan to reward impact as you grow in tax expertise.

Join a local H&R Block tax office and collaborate with a team focused on client success, learning, and standing ready to assist clients with