Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Richland Center (WI); Vor Ort; USD 25.000 - 39.000; Teilzeit

Zusammenfassung

H&R Block, Inc. in Richland Center, WI is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses. You will interview clients, understand financial situations, and offer personalized recommendations to optimize tax outcomes.

You will work in-person at a local H&R Block tax office, supported by leading training and technology, with a competitive hourly rate and an incentive plan that rewards impact as you build tax expertise and serve clients.

Qualifikationen

• Completion of the H&R Block Tax Knowledge Assessment.
• 1 year of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience in a client-facing, consultative or advisory role.
• Strong verbal and written communication, explain tax concepts clearly.
• Must complete continuing education and state IRS requirements.
• High school diploma or equivalent required.

Aufgaben

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive office environment.

Kenntnisse

Client communication

Tax concepts

Consultative service

Ausbildung

Bachelor's degree in accounting/finance

CPA or Enrolled Agent

High school diploma or GED

Tools

GoSystem

Ultratax

Jobbeschreibung

H&R Block, Inc. in Richland Center, WI is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses. You will interview clients, understand financial situations, and offer personalized recommendations to optimize tax outcomes.

You will work in-person at a local H&R Block tax office, supported by leading training and technology, with a competitive hourly rate and an incentive plan that rewards impact as you build tax expertise and serve clients.