Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Prineville (OR); In loco; USD 34.000 - 48.000; Tempo pieno

Descrizione del lavoro

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to understand finances, and deliver tax-saving recommendations using trusted training and technology.

This in-person role at a local tax office offers competitive hourly pay and an incentive plan, with opportunities to grow in tax and financial services as you build your expertise and client relationships.

Competenze

• High school diploma or equivalent required.
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in client-facing, advisory roles.

Mansioni

• Prepare complete, accurate tax returns for clients with diverse tax situations (individuals and businesses).
• Conduct in-depth client interviews to understand financials and tax implications; provide personalized recommendations.
• Build trusted client relationships and identify tax savings opportunities and products.

Conoscenze

Client-facing communication

Tax knowledge

Interviewing clients

Explain tax concepts

Formazione

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Strumenti

GoSystem

UltrasTax

AI tools (Copilot, ChatGPT)

Descrizione del lavoro

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to prepare accurate returns for individuals and businesses, interview clients to understand finances, and deliver tax-saving recommendations using trusted training and technology.

This in-person role at a local tax office offers competitive hourly pay and an incentive plan, with opportunities to grow in tax and financial services as you build your expertise and client relationships.