Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Savanna (IL); Presencial; USD 17.000 - 89.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive pay

Comprehensive benefits

401(k) plan

Descripción de la vacante

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns for individuals and businesses. You will conduct in-depth client interviews, provide personalized recommendations, and offer tax savings opportunities with a consultative approach.

Join a supportive team in a role that blends training with real client impact, backed by industry-leading tools and an incentive plan linked to your performance and tax expertise.

Formación

• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including ability to explain tax concepts to clients
• Must complete continuing education and meet IRS/state requirements
• Successful completion of the H&R Block Tax Knowledge Assessment1
• 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

Client interviews

Communication

Consultative service

IRS guidance knowledge

Educación

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Herramientas

GoSystem

Ultratax

Descripción del empleo

H&R Block is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns for individuals and businesses. You will conduct in-depth client interviews, provide personalized recommendations, and offer tax savings opportunities with a consultative approach.

Join a supportive team in a role that blends training with real client impact, backed by industry-leading tools and an incentive plan linked to your performance and tax expertise.