Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Stevensville (MT); Vor Ort; USD 30.000 - 47.000; Teilzeit

Benefits dieser Stelle

Competitive pay

Comprehensive benefits

Incentive plan

Zusammenfassung

H&R Block in Montana is seeking an Experienced Tax Professional for seasonal, in-person work. You will prepare complex tax returns for individuals and businesses and interview clients to tailor advice and savings opportunities.

You will build relationships with clients while offering empathetic, consultative service and guiding IRS notices or audits as needed. Training and competitive hourly pay accompany the role, with an incentive plan for performance.

Qualifikationen

• Minimum 1 year of tax prep or related experience.
• Experience with individual and business returns.
• Strong communication and client-facing skills.
• Must meet IRS/state requirements.

Aufgaben

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

Kenntnisse

Client-facing communication

Verbal and written communication

Advisory in tax

Interviews to assess financials

Ausbildung

High school diploma / GED

Bachelor’s degree in accounting/finance (preferred)

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Jobbeschreibung

H&R Block in Montana is seeking an Experienced Tax Professional for seasonal, in-person work. You will prepare complex tax returns for individuals and businesses and interview clients to tailor advice and savings opportunities.

You will build relationships with clients while offering empathetic, consultative service and guiding IRS notices or audits as needed. Training and competitive hourly pay accompany the role, with an incentive plan for performance.