Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; San Rafael (CA); Sur place; USD 23 000 - 110 000; Plein temps

Résumé du poste

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare complete returns, conduct in-depth client interviews, and provide clear, personalized recommendations using our training and technology.

This is an in-person role at a local H&R Block tax office. The position emphasizes building trusted client relationships, identifying tax savings opportunities, and ensuring compliance with IRS/state

Qualifications

• High school diploma or GED required.
• Minimum 1 year of tax preparation experience.
• Experience preparing individual and business returns.
• Strong client-facing and advisory skills.
• Must meet IRS and state requirements.

Responsabilités

• Prepare complete, accurate tax returns for clients with complex situations.
• Conduct client interviews to understand finances and tax implications.
• Provide personalized recommendations and tax savings opportunities.
• Support clients with IRS notices and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused environment.

Connaissances

Tax preparation

Client interviewing

IRS/state requirements

Communication skills

Formation

High school diploma or GED

Bachelor’s degree in accounting or related field

Outils

GoSystem

Ultratax

Microsoft Copilot

ChatGPT

Description du poste

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations with confidence. You will prepare complete returns, conduct in-depth client interviews, and provide clear, personalized recommendations using our training and technology.

This is an in-person role at a local H&R Block tax office. The position emphasizes building trusted client relationships, identifying tax savings opportunities, and ensuring compliance with IRS/state