Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block, Inc.; Surprise (AZ); On-site; USD 30,000 - 39,000; Full time

Job summary

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conduct client interviews, and identify savings opportunities. You will be supported by industry-leading training and technology, in a local tax office.

You will build trusted client relationships through empathetic, consultative service, while meeting IRS and state requirements and collaborating with your team to deliver a high-quality client experience.

Qualifications

• High school diploma or GED required.
• 1 year of tax preparation or related experience.
• Strong communication and client-facing skills.
• Must complete continuing education and IRS/state requirements.

Responsibilities

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct client interviews to understand financial situations and tax implications; provide recommendations.
• Identify tax savings opportunities and relevant H&R Block products.
• Provide IRS support and audit guidance as needed.
• Collaborate with the team to maintain a positive, client-focused office environment.

Skills

Tax knowledge

Client interviewing

Communication

Attention to detail

Time management

Education

High School Diploma or GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

Job description

H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate tax returns for individuals and businesses, conduct client interviews, and identify savings opportunities. You will be supported by industry-leading training and technology, in a local tax office.

You will build trusted client relationships through empathetic, consultative service, while meeting IRS and state requirements and collaborating with your team to deliver a high-quality client experience.