Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Shawnee (OK); On-site; USD 28,000 - 48,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Incentive plan

Job summary

H&R Block in Oklahoma City is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex situations, including individual and business returns, and to conduct in-depth client interviews.

You will build trusted client relationships, provide personalized recommendations, and support clients with IRS notices and audit guidance, backed by industry-leading training and technology, with a competitive hourly rate and an

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation or related fields including preparing individual and business returns
• Experience in a client-facing, consultative, or advisory role
• Must complete continuing education and meet IRS/state requirements
• High school diploma / GED / equivalent is required

Responsibilities

• 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 and provide clear 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 and contribute to a positive, client-focused office environment

Skills

Strong communication

Client-facing

Tax knowledge assessment

IRS continuing education

Education

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance or related field

Tools

GoSystem

UltraTax

Job description

H&R Block in Oklahoma City is seeking a Seasonal Experienced Tax Professional to prepare complete and accurate tax returns for clients with diverse and complex situations, including individual and business returns, and to conduct in-depth client interviews.

You will build trusted client relationships, provide personalized recommendations, and support clients with IRS notices and audit guidance, backed by industry-leading training and technology, with a competitive hourly rate and an