Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Richlands (NC); Presencial; USD 25.000 - 33.000; Jornada completa

Descripción de la vacante

H&R Block is seeking an Experienced Tax Professional to prepare accurate returns and guide clients through complex tax situations in a local office. You will interview clients, uncover savings opportunities, and build lasting relationships while leveraging industry-leading training and technology.

This in-person role at a local H&R Block tax office emphasizes client-focused service, potential for growth in tax and financial services, and an incentive plan based on impact and performance.

Formación

• High school diploma or GED required.
• 1 year of tax preparation or related experience.
• Experience in client-facing, advisory roles.
• Ability to explain tax concepts in client-friendly language.

Responsabilidades

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand finances and tax implications.
• Deliver personalized recommendations and identify tax-saving opportunities.
• Provide IRS support, notices assistance, and audit guidance as needed.
• Collaborate with team members to maintain a client-focused office.

Conocimientos

Client interviewing

Strong communication

IRS/state requirements

Tax knowledge

Educación

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Herramientas

GoSystem

UltrasTax

AI tools (Copilot, ChatGPT)

Descripción del empleo

H&R Block is seeking an Experienced Tax Professional to prepare accurate returns and guide clients through complex tax situations in a local office. You will interview clients, uncover savings opportunities, and build lasting relationships while leveraging industry-leading training and technology.

This in-person role at a local H&R Block tax office emphasizes client-focused service, potential for growth in tax and financial services, and an incentive plan based on impact and performance.